Team profile

The advantages of working together online

As we work together to track and achieve your goals, the secure site on and Ameriprise app make it easy for clients to collaborate with us, any time from any device. In one secure, convenient online space, you can:

  • Track your goals and progress
  • Connect and share information with us
  • View, store and organize your financial documents
  • Transfer funds, and much more
Register today at or contact us for help getting started.

Contact us

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Intergenerational Planning

Awards & recognition

  • Jose Vicente Jr, Ameriprise Ultimate Digital Excellence Award, 2022
  • Coast to Coast Wealth Management, Ameriprise Client Experience Award, 2020
  • Jose Vicente Jr, Five Star Wealth Manager, 2012-2023
  • Rodrigo Oliva, Five Star Wealth Manager, 2012-2023

Community participation

Feeding San Diego 2020
Feeding San Diego 2020

Feeding San Diego

  • Feeding San Diego