Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Newport Beach, CA area, Kris De La Pena will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
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Kris De La Pena - Private Wealth Advisor, Ameriprise Financial Services, LLC
Frequently Asked Questions About Kris De La Pena - Private Wealth Advisor, Ameriprise Financial Services, LLC
What services does Kris De La Pena offer as a financial advisor?
Kris De La Pena provides services including Investments, Tax Planning Strategies, and Retirement Planning Strategies to help clients achieve their financial goals.
Where is Kris De La Pena's office located?
The office is located at 4695 Macarthur Ct, Ste 1100, Newport Beach, CA 92660, United States.
How can I contact Kris De La Pena for financial advisory services?
You can contact Kris De La Pena by phone at +1 949-798-6222 or by email at kris.a.dlp@ampf.com.
Does Kris De La Pena offer online and onsite appointments?
Yes, Kris De La Pena offers both online appointments and onsite services.
What professional qualifications does Kris De La Pena hold?
Kris De La Pena has several professional associations including CFP, CRPC, AAMS, CMFC, and AWMA.
What specialties can I expect from Kris De La Pena's financial planning?
Specialties include Investment Management, Tax Planning Strategies, Retirement Planning Strategies, Family Finances, Small Business, Social Security Retirement Benefits, Estate Planning Strategies, Insurance, Charitable Giving, and Saving for Education.
Are there places near Kris De La Pena's office where I can grab a meal or coffee?
Yes, Specialty's Cafe & Bakery is located nearby and is a great spot to visit before or after your appointment.
What nearby professional services might complement my visit to Kris De La Pena?
Nearby professional services include Unravel Legal, The Keiser Group (insurance and marketing), and Reliance Refunds (trusts and professional services), which could support your financial and legal planning needs.
Are there nearby wellness or healthcare services close to Kris De La Pena's office?
Yes, BodyPro Wellness Center – Dr. Tony Ganem (chiropractor and nutritionist) and Cognitive Diagnostic Associates (psychologist and counseling) are nearby for wellness and mental health support.
How can nearby banks facilitate my visit with Kris De La Pena?
Farmers And Merchants Bank is nearby, making it convenient to manage your banking needs in coordination with your financial planning appointments.