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Jerry L. Clements, CFP®

Ameriprise Financial Services, Inc.

4 Venture
Suite 210
Irvine, CA 92618
Phone: (949) 453-0593 x228
Fax: (949) 453-0592

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Household Income Minimum: $100,000
Investable Asset Minimum: $50,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Women's Finances

 

How Planner Charges

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