Be Brilliant

General Info

As a part of an Accredited Wealth Management, Ameriprise Platinum Financial Services® Practice, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on knowledgeable advice, ongoing financial planning, and personalized asset management strategies. I will help you identify and prioritize your goals, and we'll build a financial plan to pursue those goals. Once a plan is in place, I will help you track your progress and make adjustments as your life and the markets change so you can focus on living and enjoying your life. I am passionate about working with my clients and want them to experience financial confidence now and in retirement. I will look at your entire financial picture — cash reserves, debt management, investments, protection and taxes, ask targeted questions and listen closely to your answers. Working together, we'll essentially design a roadmap for your financial life and help you navigate through it to reach your goals, thereby helping you feel greater financial confidence. Areas of Focus: Investment Management, Tax Planning Strategies, Small Business Planning, Retirement and Social Security Income Strategies, Saving for Education and College Preparation, 401(k) Rollovers, Business Retirement Plans, Insurance Analysis, Family Finances, Sudden Wealth, Trust, Estate and Legacy Planning

Hours

Regular Hours

Mon - Fri:	6:00 am - 3:00 pm
Sat - Sun	Closed

Categories

Financial Planners, Financial Services, Insurance, Investment Advisory Service, Investment Management, Investments

Payment Options

Neighborhood

Irvine Business Complex

Accreditation

Series 7 - General Securities Representative License

Series 66 - Uniform Combined State Law License

California Life, Variable Contracts, and Accident & Health Insurance Licenses

Associations

“For our support of military veterans and their families, Ameriprise is honored to be recognized as a Yellow Ribbon Company* and a Military Friendly® Employer. * As of Oct. 28, 2015, Beyond the Yellow Ribbon recognizes Ameriprise as a Yellow Ribbon Company.” •Children's Cancer Research Fund •Brea Chamber of Commerce •Orange County Bar Association •California Association of Nurse Practitioners •United Way Worldwide •California Dental Association

AKA

Robert Breen - Financial Advisor, Ameriprise Financial Services, LLC

Other Link

Facebook

Other Information

Specialties: Wealth Preservation Strategies, Retirement Income Strategies, Social Security Retirement Benefits, Saving for Education, Investments, Family Finances, Business Retirement Plans, Estate Planning Strategies, Women's Financial Strategies, Retirement Planning Strategies