Our wealth management advisors in TIAA’s Sherman Oaks office are available to help clients plan for lifelong income, save for retirement, and achieve financial goals. Financial advisors are available by appointment to help provide lifelong financial well-being for our clients. The Sherman Oaks office is a smaller satellite office, so please call today to schedule an appointment 1-800-866-1596.

Rockefeller Global Family Office is a premier advisory firm that redefines and elevates the financial services experience to help empower individuals, families, institutions, and corporations to realize their aspirations and achieve their most important goals. Redefining what it means to navigate family and wealth, based out of Los Angeles, CA.

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 El Segundo, CA area, Luke A Frasso will take the time to understand you and your goals, as well as... Read More about Luke A Frasso - Financial Advisor, Ameriprise Financial Services, LLC

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 Los Angeles, CA area, Julia Pearl will take the time to understand you and your goals, as well as those... Read More about Julia Pearl - Financial Advisor, Ameriprise Financial Services, LLC

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 Los Angeles, CA area, Asuka Sonoda will take the time to understand you and your goals, as well as those... Read More about Asuka Sonoda - Associate Financial Advisor, Ameriprise Financial Services, LLC

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 Glendale, CA area, Suki Thind will take the time to understand you and your goals, as well as those changing... Read More about Suki Thind - Associate Financial Advisor, Ameriprise Financial Services, LLC

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 Calabasas, CA area, Jordan Nguyen will take the time to understand you and your goals, as well as those changing... Read More about Jordan Nguyen - Financial Advisor, Ameriprise Financial Services, LLC

At Envisage Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Calabasas, CA area to help... Read More about Envisage Wealth - Ameriprise Financial Services, LLC

At Kinecta Wealth Management, a financial advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Manhattan Beach, CA area to... Read More about Kinecta Wealth Management - Ameriprise Financial Services, LLC

Setting goals for your financial future is important. With unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As a Financial Advisor with Kinecta Wealth Management, a financial advisory practice of Ameriprise Financial Services, LLC, serving clients in the Manhattan Beach, CA area, Farhang (Frank) Azizi will take the... Read More about Farhang (Frank) Azizi - Financial Advisor, Ameriprise Financial Services, LLC

Setting goals for your financial future is important. With unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As a Financial Advisor with Kinecta Wealth Management, a financial advisory practice of Ameriprise Financial Services, LLC, serving clients in the Gardena, CA area, Henry Narvaez will take the time to... Read More about Henry Narvaez - Financial Advisor, Ameriprise Financial Services, LLC

Setting goals for your financial future is important. With unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As a Financial Advisor with Kinecta Wealth Management, a financial advisory practice of Ameriprise Financial Services, LLC, serving clients in the El Segundo, CA area, Kyle Cryer will take the time... Read More about Kyle Cryer - Financial Advisor, Ameriprise Financial Services, LLC

Setting goals for your financial future is important. With unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As a Financial Advisor with Kinecta Wealth Management, a financial advisory practice of Ameriprise Financial Services, LLC, serving clients in the El Segundo, CA area, Casi DiLeva will take the time... Read More about Casi DiLeva - Financial Advisor, Ameriprise Financial Services, LLC

Setting goals for your financial future is important. With unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As a Financial Advisor with Kinecta Wealth Management, a financial advisory practice of Ameriprise Financial Services, LLC, serving clients in the Redondo Beach, CA area, Justin Fleming will take the time... Read More about Justin Fleming - Financial Advisor, Ameriprise Financial Services, LLC

Setting goals for your financial future is important. With unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As a Financial Advisor with Kinecta Wealth Management, a financial advisory practice of Ameriprise Financial Services, LLC, serving clients in the El Segundo, CA area, Sean Patikas-Hunter will take the time... Read More about Sean Patikas-Hunter - Financial Advisor, Ameriprise Financial Services, LLC

Setting goals for your financial future is important. With unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As a Financial Advisor with Kinecta Wealth Management, a financial advisory practice of Ameriprise Financial Services, LLC, serving clients in the Santa Monica, CA area, Sami Marie Harper will take the... Read More about Sami Marie Harper - Financial Advisor, Ameriprise Financial Services, LLC

Setting goals for your financial future is important. With unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As a Financial Advisor with Kinecta Wealth Management, a financial advisory practice of Ameriprise Financial Services, LLC, serving clients in the El Segundo, CA area, Edwin Yi will take the time... Read More about Edwin Yi - Financial Advisor, Ameriprise Financial Services, LLC

Setting goals for your financial future is important. With unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As a Financial Advisor with Kinecta Wealth Management, a financial advisory practice of Ameriprise Financial Services, LLC, serving clients in the Torrance, CA area, Austin Arata will take the time to... Read More about Austin Arata - Financial Advisor, Ameriprise Financial Services, LLC

Setting goals for your financial future is important. With unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As a Financial Advisor with Kinecta Wealth Management, a financial advisory practice of Ameriprise Financial Services, LLC, serving clients in the Woodland Hills, CA area, Todd Augustine will take the time... Read More about Todd Augustine - Financial Advisor, Ameriprise Financial Services, LLC

Setting goals for your financial future is important. With unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As a Financial Advisor with Kinecta Wealth Management, a financial advisory practice of Ameriprise Financial Services, LLC, serving clients in the Torrance, CA area, Sean Tompkins will take the time to... Read More about Sean Tompkins - Financial Advisor, Ameriprise Financial Services, LLC

Setting goals for your financial future is important. With unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As a President with Kinecta Wealth Management, a financial advisory practice of Ameriprise Financial Services, LLC, serving clients in the Manhattan Beach, CA area, Donna McNeely will take the time to... Read More about Donna McNeely - President, Ameriprise Financial Services, LLC

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 Burbank, CA area, Noah Klein will take the time to understand you and your goals, as well as those changing... Read More about Noah Klein - Financial Advisor, Ameriprise Financial Services, LLC

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 Los Angeles, CA area, Isabella Marvelli will take the time to understand you and your goals, as well as those... Read More about Isabella Marvelli - Associate Manager ACD, Ameriprise Financial Services, LLC