Flagstar Private Bank

At Opus: Advice First, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Palo Alto, CA area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Throughout my career, planning has been integral to my approach. This helps clients construct a framework to achieve their goals, understand risk, and protect their wealth. I guide families and individuals through all stages of wealth creation, wealth preservation, and wealth transfer, to maximize their legacy and become good stewards of their capital.