Advisor profile


My approach

Sandeep Madhavan - 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.

Sandeep Madhavan - My approach photo

Areas of focus

  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Charitable Giving
  • Small Business
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • Babson College - Bachelor of Science, Finance and Statistics, 2003

Interests

Like many of my clients, family is my focus — and the reason I work as hard as I do. After graduating from Babson College, I married my wife Dana and we moved back to California so that we could be closer to our families. We have three adventurous little boys, Maxwell, Wyatt and Everett, along with a pair of dogs to keep them busy.

I’m a competitive person who enjoys playing tennis, cycling and golf. A growing interest in wine parallels my work, as both benefit from careful planning and patient aging. We also love spending time together outdoors as a family in Southern California’s beautiful parks and beaches.

Community participation

  • Webb School of California Planned Giving Advisory Council and Alumni Council

Awards & recognition

  • Forbes Best-in-State Next-Generation Wealth Advisors, 2019
  • Five Star Wealth Manager, 2014
  • Ameriprise Circle of Success, 2006- 2008, 2011-2013

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.