- This offer is only valid in the United States.
- Please do not submit account or other confidential information via this form.
- Diversification can help protect against certain investment risks but does not assure a profit or protect against loss.
- Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.
- Ros Respecia may only conduct securities business with residents of states in which the advisor is properly registered. Please refer to FINRA's BrokerCheck website for a list of those states.
- An Associate with an Ameriprise Financial Franchise
- The named advisory practice is not itself a separately-registered investment adviser or broker-dealer.
- The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
- Ameriprise Financial cannot guarantee future financial results.
- Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.
- Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.
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Financial Planning for First-Generation Professionals
Being the first in your family to build wealth can come with unique financial decisions. From managing student loans to balancing family responsibilities while planning for the future, the path may not always be clear. I work with first-generation professionals to review their financial picture and explore planning strategies that support long-term goals and financial stability.
Background & qualification information is available at FINRA's BrokerCheck website
| Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.
Advice to help you achieve what’s most important to you
One to one financial advice based on your goals and needs
We begin with what's most important to you - from goals that can include retirement or education, to a major purchase like a second home.
