Advisor profile


My approach

Gitesh Bhaga - My approach photo

What you can expect when you work with us

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Gitesh Bhaga - My approach photo

Areas of focus

  • Wealth Preservation Strategies
  • Investment Management
  • Cash Flow Management Strategies
  • Retirement Planning Strategies
  • Investments
  • Tax Planning Strategies
  • Family Finances
8
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • University of California San Diego: B.S. B.A. Economics-Management Science and Political Science

Interests

- Playing and Watching Sports- Hanging out with family and friends- Binge-watching TV shows- Finding the next best pizza spot- Travelling

Community participation

It is important to volunteer and support families in our community. I became involved with these organizations because I believe children deserve to have a smile on their face all the time.

  • Christmas Cheer All Year
  • Debbie Chisholm Memorial Foundation

Previous experience

  • Business Owner, QSV Inc., San Diego CA, 2007-2012
  • Management Assistant, Enterprise Rent A Car, San Diego CA, 2004-2007