Alec Pedersen, CCPS, CDFA™

As an Ameriprise financial advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals. I believe this helps clients have greater peace of mind.

Financial priorities differ from person to person. They can also differ from year to year. At Ameriprise Financial, we think it's important for you to have a plan that is tailored to your needs and has the flexibility to evolve with you. We take a unique, comprehensive and ongoing approach to financial planning called Dream > Plan > Track>®. We get to know you personally--your goals, your worries and your dreams. We then draw on our more than 110-year heritage to provide experienced guidance to help you develop a customized financial plan with the appropriate combination of products and services. An Ameriprise financial advisor will be there with you for the long run -- making adjustments to your strategies and tactics, helping you stay on track. That's how The Personal Financial Advisors of Ameriprise Financial help over two million people take control of their financial futures. Life is full of surprises and opportunities. We can help prepare you. Get to What's next®.

• I am licensed and registered to conduct business in CA.
  Based on licenses and registrations I hold, I may also conduct certain business in DC, FL, HI, IL, IN, KS, MO, PA, WA.
• CA Lic 0D61108

Areas of Focus

• Investment Advice
• Income Tax Planning Strategies
• Retirement Planning Strategies
• Small Business
• Domestic Partner Planning
• Protection and Insurance
• Estate Planning Strategies
• Charitable Giving
• Family Planning/Family Changes
• Saving for Education
• Asset Allocation
• Employee Stock Options
• General Financial Planning

Professional Associations

• AALTCI - American Association for Long-Term Care Insurance, Member
• FPA - Financial Planning Association, Member
• IARFC - International Association of Registered Financial Consultants, Member
• IDFA - Institute for Divorce Financial Analysts, Member
• IMCA - International Management Consultants Association, Member
• MDRT - Million Dollar Round Table, Member
• NAIFA - National Association of Insurance and Financial Advisors, Member
• NICCP - National Institute of Certified College Planners, Member
• SFSP - Society of Financial Service Professionals, Member
• TCFA - The Chinese Finance Association, Member

Qualifications

• Ameriprise Home Lending Program - Qualified Advisor
• CCPS - Certified College Planning Specialist
• CDFA - Certified Divorce Financial Analyst
• Institute of Consumer Financial Education - Certified Credit Report Reviewer
• Institute of Consumer Financial Education - Certified Finance Instructor
• RFC - Registered Financial Consultant
• SRFP - Senior Registered Financial Planner

Community Service

• Amazon Watch, Member & Annual Contributor
• British Academy of Film and Television Arts, Member & Annual Contributor
• Doctors Without Borders, Member & Annual Contributor
• Elizabeth Glaser Pediatric AIDS Foundation, Member & Annual Contributor
• Habitat for Humanity, Member & Annual Contributor
• HALSA - HIV & AIDS Legal Services Alliance, President, Board of Directors
• Make-A-Wish Foundation-LA, Member & Annual Contributor
• Operation Smile, Member & Annual Contributor
• PAWS / LA - Pets Are Wonderful Support, Member & Annual Contributor
• Save Darfur, Member & Annual Contributor

Office hours

• Monday: 9:00 a.m. - 5:00 p.m. 
• Tuesday: 8:00 a.m. - 6:00 p.m. 
• Wednesday: 8:00 a.m. - 6:00 p.m. 
• Thursday: 8:00 a.m. - 6:00 p.m. 
• Friday: 9:00 p.m. - 5:00 p.m. 
• Saturday: Closed 
• Sunday: Closed 

Cities