Russel Phelps MSFPF, CFP, CDFA

September 16, 2019 By collaborative staff - s.h.

Russel

Phelps III

, CFP®, CDFA®

Financial Professional

I help clients before, during and after divorce make smart financial decisions that help them reach their financial goals. During the Collaborative process I help both clients, in a neutral way, analyze the finances to split assets in the most efficient and least taxing manner.

Russel Phelps III

russel.l.phelps@ampf.com

https://www.ameripriseadvisors.com/russel.l.phelps/

Trinity Wealth Advisors - a private wealth advisory practice of Ameriprise Financial Inc.

1130 Iron Point Rd

Suite 150

Folsom

95630

Phone

(916) 351-0000

Fluent Languages

English

Counties Served

El Dorado

Sacramento

Placer

Yuba

Yolo

Los Angeles

San Bernardino

Practice Group Membership Northern California

Sacramento Collaborative Practice Group

Licenses

CA Ins License 0B18900, AZ Ins License 2600707

FINRA securities registered representative since 1993

Certifications

CFP - Certified Financial Planner - 2001

CDFA - Certified Divorce Financial Analyst - 2006

APMA - Accredited Porfolio Management Advisor - 2016

AWMA - Accredited Wealth Management Advisor - 2019

MPAS - Master Planner Advanced Studies - 2019

Professional Activities

IACP - International Academy of Collaborative Professionals

SCDG - Sacramento Collaborative Divorce Group

Education

Undergraduate

BS Finance

1992

Graduate School

Masters Science Personal Financial Planning

College of Financial Planning

2019

Professional Training

Collaborative Team Training - 2006

Mediation Training - 2007

Disclaimers

An Ameriprise Financial Franchise. Products from RiverSource and Columbia Threadneedle Investments are offered by affiliates of Ameriprise Financial Services, Inc. Investment advisory products and services are made available through Ameriprise Financial Services, Inc., a registered investment adviser. Ameriprise Financial Services, Inc. Member FINRA and SIPC.