Peter Dold

Financial Advisor at Ameriprise Financial

Financial Adviser at Ameriprise Financial Services, Inc. in San Diego, CA

About

Financial Advisor Ameripise Financial Inc. CFP Certified Financial Planner practitioner CRPC Chartered Retirement Planning Counselor CA Insurance License No. 0E46473 Areas of Focus: - Retirement Planning Strategies - Wealth Preservation Strategies - Small Business - Tax Planning Strategies - Retirement Income Strategies - Investments - Insurance - Charitable Giving - Estate Planning Strategies

Contact
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(858) 769-3841
Address
13520 Evening Creek Dr N Ste 110 in San Diego, CA 92128
Info
None specified

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Specialties

  • Annuities
  • Business Planning
  • Life Insurance
  • Mutual Funds
  • Retirement Planning

Credentials

Licenses

Series 66
Series 7

Certifications

CFP
CRPC

Background

Experience

Financial Advisor

Education

San Diego State University