The Team

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

Matthew Daugavietis

Matthew Daugavietis

Private Wealth Advisor

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Designations

CFP®, APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Saving for Education
  • Estate Planning Strategies

Education

CFP Certification Professional Education Program, College for Financial Planning, BS, Business Administration, UC Berkeley, Haas School of Business
CA Insurance #0F09899

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Our Staff

Hemil Patel

Hemil Patel

Client Service Associate

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Qualifications

  • BS - Business Administration
  • Concentration in Finance
  • San Jose State University, 2007 Graduate
  • Series 6 & 63 Licensed
  • CA Life, Health & Disability Licensed