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Phuong N. Quach, CFP®, CRPC

Ameriprise Financial Services, Inc.

3945 Freedom Cir
Ste 460
Santa Clara, CA 95054
Phone: (408) 330-9220 x318
Fax: (408) 330-9221

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

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Asset Allocation
  • Career Change
  • Investment Management
  • Estate Planning
  • Employee Benefits
  • Getting Divorced
  • Irregular Income
  • Job Loss
  • Retirement
  • Stocks & Bonds
  • Life Planning
  • Startup
  • Succession Planning
  • Long-term Care
  • Sudden Wealth
  • Nontraditional Households
  • Special Needs
  • 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.