Why Use This Tool?

FPA PlannerSearch Participants:

Home > Financial Planner Directory > California > Irvine > Jacob Shen, CFP®
Find the Certified Financial Planner™
Who's right for you.

Jacob Shen, CFP®

Ameriprise Financial Services, Inc.

2 Park Plaza
Ste 1120
Irvine, CA 92614
Phone: (949) 660-0044
Fax: (949) 660-0003

Print Profile

View Map

Get Directions

Saved in Saved Planners

Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • Charitable & Planned Giving
  • Business Taxes
  • Investment Management
  • Estate Planning
  • Employee Benefits
  • Insurance
  • Life Planning
  • Retirement
  • Stocks & Bonds
  • Long-term Care
  • Personal Taxes

 

How Planner Charges

Considerations: Free initial consultation

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.