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Donald E Torres, Private Wealth Advisor serving the Irvine, CA area - Ameriprise Advisors

Donald E Torres

Private Wealth Advisor

Providence Wealth Management Group

An Ameriprise Private Wealth Advisor

33
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

  • Tax Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Retirement Income Strategies
  • Insurance
  • Retirement Plan Distribution
  • Investments
  • Wealth Preservation Strategies
  • Small Business
  • Estate Planning Strategies
  • Retirement Planning Strategies

Awards & recognition

  • Five Star Wealth Manager, 2013
  • Ameriprise Circle of Success, 2007, 2010-2016
  • Ameriprise Chairman's Advisory Council, 2013

Community participation

  • Second Harvest Food Bank - Orange County

Interests

  • My wife Suzie and I have been married for over 25 years
  • Our children are Grant, 23 and Lauren, 21
  • As a family we enjoy traveling the US in our motorhome and any type of island vacation
  • My other interests include golfing, fishing, and weightlifting