Email: mike.powell@ampf.com // 510.283.1969Powell Wealth Planning, A financial advisory practice of Ameriprise Financial Services, LLCWhen you work with me, you receive:1:1 financial advice based on your goals and needs.Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.Regular meetings to review your goals, progress and investments.Anytime access to your investments and digital tools to help you stay on track.Areas of Focus:Investment ManagementRetirement Planning StrategiesTax Planning StrategiesPersonal Interests:When I'm not serving my clients I spend my free time with my wife Danielle, and our young son, Cameron. I enjoy traveling, playing tennis, skiing, scuba diving, wine tasting in the Napa Valley, and cheering on my favorite Bay Area sports teams.Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.
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PresidentPowell Wealth PlanningPleasanton, Ca, Us
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Financial AdvisorAmeriprise Financial Services, Llc 2021 - PresentPleasanton, California, United States*One-to-one financial advice*We begin with what’s most important to you—from goals that can include retirement or education, to a major purchase like a second home.*Personalized recommendations*We provide investment, asset allocation and portfolio recommendations based on your individual goals and personal risk tolerance.*Regular meetings*We document your goals, meet regularly to review, analyze your progress, update your approach as life changes and help you track your progress along the way.*Anytime access*At any time, from any device, access your investments and accounts, track your progress toward your goals, and share information with your advisor safely and securely.
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PresidentPowell Wealth Planning 2017 - Present
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Financial AdvisorLpl Financial Oct 2017 - 2019Walnut Creek, Ca -
Financial AdvisorNational Planning Corporation (Npc) Jun 2013 - Oct 2017Walnut Creek, California -
Financial AdvisorLiberty Group Llc 2010 - 2013Oakland, Ca
Mike Powell, Cfp® Education Details
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B.A. Economics
Frequently Asked Questions about Mike Powell, Cfp®
What company does Mike Powell, Cfp® work for?
Mike Powell, Cfp® works for Powell Wealth Planning
What is Mike Powell, Cfp®'s role at the current company?
Mike Powell, Cfp®'s current role is President.
What schools did Mike Powell, Cfp® attend?
Mike Powell, Cfp® attended University Of California, Santa Barbara.
Not the Mike Powell, Cfp® you were looking for?
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Michael Powell, CFP®
Olive Branch, Ms1shoemakerfinancial.com
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