An Ameriprise Private Wealth Advisor
Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.
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Tiffany's extensive administrative background helps her support Pollak & Pollak Wealth Management by managing the practice's schedule and client appointments, directing client requests, and new client onboarding.
Nicole has 10+ years of experience in client services, management, financial services and real estate. Her substantial background makes her a pivotal member to the Pollak & Pollak Wealth Management team. Nicole is responsible for administrative and operational support along with executing marketing strategies.
Marcella is a recent graduate from the University of California, Berkeley. Her previous experience in digital strategy and business development helps her understand the extensive planning and thoughtfulness that goes into client financial planning. Marcella is responsible for financial planning assistance, preparation of client files and new accounts, and stock analysis.
B.A. in Economics - University of California, Berkeley
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I will contact you to set up a complimentary initial meeting. During the initial conversation, we’ll discuss your financial goals, needs and the personalized advice I provide if you decide to work with me.
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The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
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