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Sally A Souza, Financial Advisor serving the Turlock, CA area - Ameriprise Advisors

Sally A Souza

Financial Advisor

Centerstone Family Wealth Advisors
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 5.0 / 5 rating based on 7 reviews
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EMAIL
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Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Charitable Giving
  • Family Finances

Education

  • Bachelor of Science - with Great Distinction- Business Administration(Marketing)
  • San Jose State University-1990

Community participation

  • Team Owner, Volunteer fundraiser-CSU Stanislaus One Purpose for Student Scholarships
  • Founding Member- Carnegie Arts Center, Turlock
  • Local Volunteer - Ameriprise Financial National Day of Service at Merced County Food Bank
  • Annual Supporter-Hospice of Emanuel and Jessica's House
  • Team Owner, Volunteer fundraiser-Legacy Circle- Cardiovascular Center at Emanuel Medical Center

Interests

  • I enjoy family, outdoor activities, travel, yoga, gardening, music, dance, and the arts.
  • My interests include health and wellness, education, and conservation of precious resources.

My photos

1 albums
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Sally A Souza 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.

CA Insurance #0A45304

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Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

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