Russel Phelps

Russel Phelps

Produce Journeyman

Followers of Russel Phelps2000 followers
location of Russel PhelpsFolsom, California, United States

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  • Timeline

  • About me

    Private Wealth Advisor, Trinity Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC

  • Education

    • California State University-San Bernardino

      1988 - 1993
      BS Finance Business Administration

      Activities and Societies: Tau Kappa Epsilon Fraternity, Beta Sigma Phi academic fraternity

  • Experience

    • Alpha Beta

      Jun 1986 - Mar 1991
      Produce Journeyman
    • Ameriprise Financial Services, LLC

      Aug 1993 - now
      Private Wealth Advisor - MSFP, CFP, CDFA, APMA, AWMA

      CA Insurance # 0B18900

  • Licenses & Certifications

    • APMA, Accredited Portfolio Management Advisor

      College of Financial Planning
    • AWMA, Accredited Wealth Management Advisor

      College of Financial Planning
    • CDFA

      Certified Divorce Financial Analyst, Institute of Divorce Financial Analysts,
      View certificate certificate
    • CERTFIED FINANCIAL PLANNER Professional

      CFP Board
    • Masters in Personal Financial Planning

      College of Financial Planning
  • Volunteer Experience

    • Board Member

      Issued by Sacramento Collaborative Divorce Group
      Sacramento Collaborative Divorce GroupAssociated with Russel Phelps
    • 2011 girls competitive coach

      Issued by El Dorado Hills Soccer Club
      El Dorado Hills Soccer ClubAssociated with Russel Phelps