Advisor profile


My approach

Rene Espinoza - My approach photo

What you can expect when you work with me

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.

Rene Espinoza - My approach photo

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Wealth Preservation Strategies
  • Employee Stock Options
  • Small Business
  • Executive Compensation and Benefit Strategies
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7 license
  • Series 63 license
  • Series 65 license
  • Life and Health Insurance license

Education

  • Arizona State University Bachelor of Science Finance 1998

Interests

I enjoy spending time with my wife, Carissa and my children Grace, Sofia and Christian. I also enjoy helping to improve our community and doing outdoor activities when I'm not working. We enjoy spending as much time as we can having outdoor fun, whether it is a group sport with my children, or golfing, hiking, surfing, skiing, biking, etc.

One of my passions is trying to improve my Golf game. For you golfers out there, you know this is a lifelong ambition and one of the reasons we all enjoy golf.

Awards & recognition

  • Five Star Wealth Manager, Phoenix Magazine, 2013, 2014, 2015
  • Protect.Grow.Give award Riversource Life insurance., 2012
  • Ameriprise Circle of Success, 2005,2006,2007

Previous experience

  • Merrill Lynch; Vice President, 2010-2011