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Jac B Stulberg, Private Wealth Advisor serving the Los Angeles, CA area - Ameriprise Advisors

Jac B Stulberg

CIMA®

Private Wealth Advisor

Managing Director
Stulberg Wealth Management

An Ameriprise Private Wealth Advisor

38
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 6 reviews
See disclosures

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Estate Planning Strategies
  • Business Retirement Plans
  • Tax Planning Strategies
  • Retirement Plan Distribution
  • Investment Management
  • Retirement Income Strategies

Qualifications

  • CIMA® Certified Investment Management Analyst®

Education

  • Bachelor of Science, Engineering, California State University Los Angeles, California

Awards & recognition

  • Ameriprise Circle of Success, 2018
  • Ameriprise Circle of Success, 2021

Professional associations

  • Member of Investment Man. Consultants Association (IMCA)

Previous experience

  • Morgan Stanley, 1990-2014

Community participation

Board member of the Los Angeles Community & Police Advisory Board (CPAB), former board member of the 4As Foundation and SpecialConsultant to the Center for Improvement of Child Caring.

Interests

Art in all of its forms and colors, great literature, wine, skiing, travel, and people from different parts of the world.