Our advisors

Jan Pretorius, Financial Advisor serving the San Diego, CA area - Ameriprise Advisors

Jan Pretorius

Financial Advisor

Learn more about Jan Pretorius Visit Jan Pretorius's website
Karen Purvis, Financial Advisor serving the San Diego, CA area - Ameriprise Advisors

Karen Purvis

CFP®

Financial Advisor

Learn more about Karen Purvis Visit Karen Purvis's website
Gregory Hakim, Financial Advisor serving the San Diego, CA area - Ameriprise Advisors

Gregory Hakim

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Gregory Hakim Visit Gregory Hakim's website
Keith Paglierani, Financial Advisor serving the San Diego, CA area - Ameriprise Advisors

Keith Paglierani

CFP®, AAMS

Financial Advisor

Learn more about Keith Paglierani Visit Keith Paglierani's website
Keri A Kirchner, Associate Financial Advisor serving the San Diego, CA area - Ameriprise Advisors

Keri A Kirchner

Associate Financial Advisor

Learn more about Keri A Kirchner Visit Keri A Kirchner's website
Michael Ramirez, Associate Financial Advisor serving the San Diego, CA area - Ameriprise Advisors

Michael Ramirez

Associate Financial Advisor

Learn more about Michael Ramirez Visit Michael Ramirez's website

Our team

Lisa Clanor

Lisa Clanor

Practice Manager

Stefan Hartung

Stefan Hartung

Practice Manager

Joseph Rosenberry

Joseph Rosenberry

Client Service Coordinator

Cheryl Henderson

Cheryl Henderson

Client Service Coordinator

Alana Harris

Alana Harris

Client Concierge