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Annie Dkrmanajian Financial Advisor

Annie Dkrmanajian Financial Advisor

Location

101 Main St, Ste 220 Huntington Beach CA United States 92648


Parking : Private Lot, Street


About Business

My Approach:
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. I want you to feel confident that the advice I provide reflects your unique dreams and goals.


Areas of Focus:
-Investments
-Retirement Income Strategies
-Family Finances
-Intergenerational Planning
-Women's Financial Strategies
-Cash Flow Management Strategies
-Retirement Planning Strategies
-Saving for Education


Interests:
It brings me joy to spend time with family and friends; whether it's traveling, golfing, wine tasting, getting together for dinner, hiking with my rescue dog, Bijou, or any activity that allows me to remain close to those I care about. On my spare time I enjoy running along Pacific Coast Highway in Huntington and Newport Beach while training for half marathons. Volunteering and giving back is important to me because I believe I can help make a difference in the local community through the organizations I actively participate in, including: Junior League of Orange County, Youth Motivation Task Force, and Alpha Delta Pi Alumnae Association.

Qualifications:
CRPC® Chartered Retirement Planning Counselor

CA Insurance License #0H78417

Working Together:
Meeting with an Ameriprise financial advisor is an important first step. It's an opportunity to get to know an advisor and share your goals and dreams. You're under no obligation; your initial meeting with an Ameriprise financial advisor will be relaxed and informal.

Your meeting will include a review of your existing financial situation and potential opportunities, gaps or general strategies. While you won't receive a comprehensive review or financial planning services for which fees are charged, you should expect to get a sense of what it might be like to work together.


What to expect:
-Professional help in clarifying your financial goals and priorities
-If you decide to purchase a financial planning service, you will receive sound financial advice at a fair price, tailored to your investment objectives
-Accurate information about our tailored solutions, including risks, benefits and costs


What to Bring:
-A list of any questions you have regarding your current financial situation
-Any account statements, budget information or other areas of your financial life that you feel deserve immediate attention
-A list of future dreams and financial goals you would like to achieve, including both short- and long-term goals



Ameriprise Financial Services, Inc. is a broker-dealer and member of FINRA. Comments and "likes" should not be considered representative of client experiences, or indicative of future performance or success. While I appreciate the support of my clients, I cannot accept Recommendations or Endorsements due to Investment Advisers Act of 1940 rules which prohibit me from publishing a testimonial of any kind concerning the investment advice, analysis, reporting or other services I provide. For your privacy, please don’t post account or service-related information on this page. Instead, contact me directly. Please visit www.ameriprise.com/social for more important disclosures and information.


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