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Rick Yanez, Financial Advisor serving the Bakersfield, CA area - Ameriprise Advisors

Rick Yanez

Financial Advisor

Managing Partner of
Foundation Wealth Management
15
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Investment Management
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Social Security Retirement Benefits
  • Intergenerational Planning
  • Insurance
  • Tax Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Small Business
  • Charitable Giving
  • Cash Flow Management Strategies

Education

  • B.A Psychology, California State University - Bakersfield, Bakersfield, CA

Interests

  • I love spending time with my family
  • Traveling
  • Playing golf
  • Hiking
  • Snowboarding