Certified by Confluence Wealth Management Group - Ameriprise Financial Services, LLC • Aug 16, 2026
Financial PlanningFinancial ConsultantAmeriprise
At Confluence Wealth Management Group, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Pasadena, CA area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
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Certified by Confluence Wealth Management Group - Ameriprise Financial Services, LLC • Aug 16, 2026
Confluence Wealth Management Group - Ameriprise Financial Services, LLC
True financial planning is a comprehensive, ongoing approach that starts with helping you define your dreams, developing a plan to help you get there, then tracking your progress along the way, recommending changes where needed.
Find the solutions you need to streamline your financial life today and make the most of your cash reserves with investment and cash management accounts, certificates, credit cards, lending and more.
Life can surprise you. So help protect your family and your assets and meet your retirement needs with your choice of products: life insurance, disability income, auto and home and long-term care, as well as annuities for retirement income.
Ameriprise financial advisors give you access to numerous investment options and brokerage account types, so you can build a portfolio designed to help you achieve your financial goals.
Frequently Asked Questions About Confluence Wealth Management Group - Ameriprise Financial Services, LLC
What services does Confluence Wealth Management Group offer?
They offer financial planning including retirement planning, estate planning, investments, tax strategies, insurance, and wealth preservation.
Where is Confluence Wealth Management Group located?
The office is at 221 E Walnut St, Ste 270, Pasadena, CA 91101, United States.
What are the business hours of Confluence Wealth Management Group?
They are open Monday through Friday from 8:30 AM to 4:30 PM and closed on weekends.
Can I schedule an appointment online with Confluence Wealth Management Group?
Yes, online appointments can be scheduled through their website contact page.
How can I contact Confluence Wealth Management Group?
You can contact them by phone at +1 626-585-8679 or email at vivian.w.chang@ampf.com.
Is Confluence Wealth Management Group affiliated with any larger financial institutions?
Yes, they are a private wealth advisory practice of Ameriprise Financial Services, LLC.
What nearby legal services are close to Confluence Wealth Management Group?
Nearby legal services include Law Offices of Noah Green, The Law Offices of Paul S. Geller, Dewberry Law, and Mary J Dederick Law Offices.
Are there health and wellness services near Confluence Wealth Management Group?
Yes, Victoria's Healing Sanctuary, Healing with Zen, darling Chiropractic, Sahara Clinic, and Your Health In Motion are nearby health and wellness providers.
What transportation options or public offices are near Confluence Wealth Management Group?
The City of Pasadena Department of Transportation is nearby, which can help clients with transit and transportation information.
Which nearby businesses could be useful for clients visiting Confluence Wealth Management Group for financial planning?
Nearby financial advisors include Amit R Patel, Vivian Chang, Gina Hsu, Amit Patel of Patel & Associates, and Mi Casa Financial Service, providing complementary financial services.
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Certified August 16, 2026Yext Knowledge Graph
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