The Team

Itzen Wealth Management

Putting clients first; it’s what we do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

· “Unbiased, puts my interest first”

· “Explains things in understandable terms”

· “Understands me and shares my values”

We’re proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is our priority. We offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.


Our Advisors

Adam Guzkowski

Adam Guzkowski

Financial Advisor

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Top Areas of Focus

  • Investments
  • Tax Planning Strategies
  • Retirement Planning Strategies

Education

University of California, Riverside; B.S. 2007, University of California, Riverside; B.A. 2007
CA Insurance #0F77728

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Derek Johnson

Derek Johnson

Private Wealth Advisor

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Designations

CFP®, APMA®

Top Areas of Focus

  • Investments
  • Retirement Income Strategies
  • Cash Flow Management Strategies

Education

Bachelor's of Science in Financial Economics - University of Redlands
CA Insurance #0I26397

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Our Staff

Karen L. Christiansen

Karen L. Christiansen

Paraplanner

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Qualifications

  • University of California at Los Angeles, BA, 1988
  • Riverside Community College, Associates Degree, 1986
  • 2002–Present, Paraplanner, Itzen & Associates
  • 1993–2002, Office Manager/Administrative Assistant, Itzen & Associates, Riverside, CA
  • 24 years with Itzen & Associates.