Whether you’re a beginner or a seasoned investor, we’re here to help get you started on your journey to financial freedom. Simply schedule an appointment online or visit a branch to start a conversation with us.
Personal Investing Services
Helping you get where you want to go. We’ll build an investment plan based on your personal needs and finances.
To become a member, you must:
- Live in California and be a current or retired educator, school employee, alumni association member or PTA member
OR - Live or work in San Diego, Riverside or Orange County, CA
OR - Have an immediate family or household member who is a California Credit Union member
Let's build a plan together
Did you know?
You can schedule a no-obligation consultation with a financial advisor1 in your area.
Make your money work
Achieve financial well-being and freedom with smart investment plans.
Managed by experts
750 million dollars in investments for 7,500 clients.
Never plan alone
We’ll give you investment news, calculators and resources to feel confident.
Retire on your terms
Get a retirement strategy to match your budget, funding requirements and retirement target dates.
Explore Personal Investments & Insurance:
Frequently asked questions
No, you can schedule a no-obligation consultation with a financial advisor in your area.
We’re here to take your financial confidence to the next level.
Dive into our Learn Center to explore various financial topics or to learn a little more about our practices.
Wealth Management
Estimating Your Retirement Income Needs
Wealth Management
Approaching Retirement
Terms and Conditions
1 Company data, as of Q1 2022
| Not FDIC or NCUA Insured | No Financial Institution Guarantee | May Lose Value |
Ameriprise Financial has a partnership with this financial institution to provide financial planning services and solutions to clients. The financial institution is not an investment client of Ameriprise, but has a revenue sharing relationship with Ameriprise, which creates a conflict of interest. Details on how we work together can be found on ameriprise.com/sec-disclosure.
Ameriprise Financial cannot guarantee future financial results.
Ameriprise Financial Planning Services are optional, offered separately, and priced according to the complexity of your case and your financial advisor’s practice fee schedule. Your fees and financial advisor may be subject to change.
Financial planning is generally appropriate if you have financial goals, sufficient assets and income to address your financial goals, and are willing to pay an investment advisory fee for recommendations to help you achieve those goals. Please review the Ameriprise Financial Planning Client Disclosure Brochure or, for a consolidated advisory relationship, the Ameriprise Managed Accounts and Financial Planning Service Disclosure Brochure, for a full description of services offered, including fees and expenses.
Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.
Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
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