Financial planning Sacramento CA (916) 536-9098 Ameriprise Financial Paul K. Wheeler

Paul K. Wheeler is a Financial Planner for Ameriprise Financial in Sacramento, CA. Call (916) 536-9098 for Financial Planning Services in Sacramento area, Mr. Wheeler is local in Sacramento and he can meet with you in person to take care of all sensitive financial aspects of your asset management.

My Approach:
Are you looking for ways to reach your financial goals in today’s volatile market? Whether you’re saving for retirement, college for your kids or other needs, you may be unsure about what to do next or whether you can do anything at all. That’s where I can help. I’ll take the time to listen to you and understand your goals and dreams. I’ll help you build a plan to get back on track toward reaching them. Working together, we will work to find investing opportunities in today’s uncertain market that are aligned with your financial goals. Together, we can bring your dreams more within reach.

Areas of Focus:
Retirement Planning StrategiesSmall BusinessWomen’s Financial StrategiesEstate Planning StrategiesCharitable Giving
Interests

I enjoy and teach the dance of Argentine Tango. I also enjoy snowboarding, golf and fishing.
Saving resources for future generations. I am currently working to create landscape water saving systems.

Community Participation: Member of the Fair Oaks Chamber of Commerce

Member of the Folsom Chamber of Commerce