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 San Jose, CA area, Lisa Koppanyi 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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Online appointmentsAvailable
Onsite servicesAvailable
Location
Certified by Lisa Koppanyi - Financial Advisor, Ameriprise Financial Services, LLC • Aug 16, 2026
Lisa Koppanyi - Financial Advisor, Ameriprise Financial Services, LLC
Certified by Lisa Koppanyi - Financial Advisor, Ameriprise Financial Services, LLC • Aug 16, 2026
Monday9:00 AM - 5:00 PM
Tuesday9:00 AM - 5:00 PM
Wednesday9:00 AM - 5:00 PM
Thursday9:00 AM - 5:00 PM
Friday9:00 AM - 5:00 PM
SaturdayClosed
SundayClosed
Frequently Asked Questions About Lisa Koppanyi - Financial Advisor, Ameriprise Financial Services, LLC
What services does Lisa Koppanyi - Financial Advisor provide?
Lisa Koppanyi offers wealth preservation strategies, retirement planning, insurance, investment management, family finances, saving for education, cash flow management, sustainable investing, and estate planning.
What are the office hours for Lisa Koppanyi - Financial Advisor?
The office is open Monday through Friday from 9:00 AM to 5:00 PM and closed on weekends.
Where is Lisa Koppanyi - Financial Advisor located?
The office is located at 1 Almaden Blvd, Ste 810, San Jose, CA 95113, United States.
Does Lisa Koppanyi offer online appointments?
Yes, Lisa Koppanyi offers online appointments as well as onsite services.
How can I contact Lisa Koppanyi - Financial Advisor?
You can contact Lisa Koppanyi by phone at +1 408-918-5300 or by email at Lisa.L.Koppanyi@ampf.com.
What is the LinkedIn profile for Lisa Koppanyi?
Lisa Koppanyi's LinkedIn profile can be found at https://www.linkedin.com/pub/lisa-vandersteen/33/584/bb5.
Are there other Ameriprise Financial advisors near Lisa Koppanyi's office?
Yes, nearby Ameriprise Financial Services advisors include Karen Turner, Pollard, Cooper, Kabitsis & Associates, Craig Curtis Uffelman, Leon A Roat, Lisa Vandersteen, David Cooper, Papadoyannis & Associates, Cirocco, Fels & Styczynski, and Spiros Kabitsis.
Is there convenient parking nearby for visiting Lisa Koppanyi's office?
Yes, SP+ Parking is available nearby for convenient parking when visiting the office.
What are some nearby amenities to visit before or after an appointment?
Nearby amenities include Cafe One for coffee and La Pastaia, an Italian restaurant, for dining options before or after your appointment.
Are there nearby financial institutions or ATMs I can use when visiting Lisa Koppanyi?
Yes, City National Bank and a Citi ATM are nearby for your banking needs.
Brand Certified Facts from Lisa Koppanyi - Financial Advisor, Ameriprise Financial Services, LLC
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Certified August 16, 2026Yext Knowledge Graph
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