Russel Phelps
1130 Iron Point Road Suite 150
Folsom, California 95630
United States
Folsom, California 95630
United States
Office Phone: 9163510000
Member since 2006
Membership Type: IACP
Profession(s)
Financial ProfessionalI am a private wealth advisor who works with a team of professionals at Trinity Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC. We prioritize listening and then providing information to clients to help empower them during life events that may feel out of control.
Area(s) of Practice: Financial Advisor, Divorce financial advice, Investments, Retirement Planning.
License(s): CERTIFIED FINANCIAL PLANNER TM professional,
Certified Divorce Financial Analyst®,
Series 7, 63 and CA insurance license #0B18900
More information at FINRA's BrokerCheck website https://brokercheck.finra.org/
Professional Activities
Sacramento Collaborative Practices Group - member, International Academy of Collaborative Professionals - member, Institute for Divorce Financial Analysts - member, CP CalUndergraduate Education
California State University San Bernardino - B.S. Business concentrating in Finance
Postgraduate Education
Masters of Science in Personal Financial Planning
Professional Education
CFP®, CERTIFIED FINANCIAL PLANNER TM professional; CDFA®, Certified Divorce Financial Analyst® and AMPA®, Accredited Portfolio Management Advisor SM and MPAS Master Planner Advanced Studies and AWMA Accredited Wealth Management Advisor
Comments
Divorce can be one of the most traumatic events that can happen during life. Using a TEAM approach that includes trained mental health professionals as coaches, a child specialist to represent the kids, two attorneys and one financial planner can help reduce the emotional collateral damage to the family of an adversarial divorce process. It also helps regain control over the ultimate outcome of the divorce by putting the power back into the hands of the couple. When clients are in charge of the direction, the financial cost, and the decisions, not surprisingly, they become empowered to craft a better settlement and new life plan for themselves.