The advisor listed is an Ameriprise financial advisor in Los Angeles. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. Our unique and collaborative Dream> Plan> Track> approach to financial planning starts with your dreams, not just the numbers. When we work together my first focus will be to learn more about your financial, personal and professional aspirations. I will take this information and leverage my financial management experience to present you with a customized plan. Building and then managing a financial plan is an ongoing, collaborative experience and I believe in regularly checking in with my clients to ensure we're tracking progress against your plan and making adjustments if necessary.