Talk to sales Try for Free
Russel Phelps

Russel Phelps

Produce Journeyman

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

Connect with Russel Phelps to Send Message

Connect

Connect with Russel Phelps to Send Message

Connect

  • 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