Annie Dkrmanajian, CRPC

101 Main St, Ste 220
Huntington Beach CA  92648

Phone: (714) 374-7010

Annie Dkrmanajian, CRPC

My Approach:
I am passionate about working with my clients and want them to experience financial confidence now and in retirement. I will look at your entire financial picture — cash reserves, debt management, investments, protection and taxes, ask targeted questions and listen closely to your answers. I want you to feel confident that the advice I provide reflects your unique dreams and goals.


Areas of Focus:
-Investments
-Retirement Income Strategies
-Family Finances
-Intergenerational Planning
-Women's Financial Strategies
-Cash Flow Management Strategies
-Retirement Planning Strategies
-Saving for Education


Interests:
It brings me joy to spend time with family and friends; whether it's traveling, golfing, wine tasting, getting together for dinner, hiking with my rescue dog, Bijou, or any activity that allows me to remain close to those I care about. On my spare time I enjoy running along Pacific Coast Highway in Huntington and Newport Beach while training for half marathons. Volunteering and giving back is important to me because I believe I can help make a difference in the local community through the organizations I actively participate in, including: Junior League of Orange County, Youth Motivation Task Force, and Alpha Delta Pi Alumnae Association.

Qualifications:
CRPC® Chartered Retirement Planning Counselor

CA Insurance License #0H78417

Working Together:
Meeting with an Ameriprise financial advisor is an important first step. It's an opportunity to get to know an advisor and share your goals and dreams. You're under no obligation; your initial meeting with an Ameriprise financial advisor will be relaxed and informal.

Your meeting will include a review of your existing financial situation and potential opportunities, gaps or general strategies. While you won't receive a comprehensive review or financial planning services for which fees are charged, you should expect to get a sense of what it might be like to work together.


What to expect:
-Professional help in clarifying your financial goals and priorities
-If you decide to purchase a financial planning service, you will receive sound financial advice at a fair price, tailored to your investment objectives
-Accurate information about our tailored solutions, including risks, benefits and costs


What to Bring:
-A list of any questions you have regarding your current financial situation
-Any account statements, budget information or other areas of your financial life that you feel deserve immediate attention
-A list of future dreams and financial goals you would like to achieve, including both short- and long-term goals



Ameriprise Financial Services, Inc. is a broker-dealer and member of FINRA. Comments and "likes" should not be considered representative of client experiences, or indicative of future performance or success. While I appreciate the support of my clients, I cannot accept Recommendations or Endorsements due to Investment Advisers Act of 1940 rules which prohibit me from publishing a testimonial of any kind concerning the investment advice, analysis, reporting or other services I provide. For your privacy, please don’t post account or service-related information on this page. Instead, contact me directly. Please visit www.ameriprise.com/social for more important disclosures and information.

Financial Advisor at Ameriprise Financial Services, Inc.

Show Map Website

Business Information


Parking: Street, Parking Lot

Categories: Bank/Financial Institution, Financial Services, Local Business, Professional Services




Report a Problem

Anaheim Tweets

Taab Frio
Taab Frio
#lasttimeichecked #anaheim ##1503#laplaga #hiphop @ Golden Road Brewery https://t.co/KaX81JNwHy

Gerald Velazquez
Gerald Velazquez
Star Wars Night! Rally Monkey

Mary O'Neill Grace
Mary O'Neill Grace
RT @AnaheimElem: There are a few spots left in the inaugural Kinder Korean DLI class at @JeffSchoolNews. The next information meeting will…

Sandra Song, Ed.D.
Sandra Song, Ed.D.
RT @AnaheimElem: There are a few spots left in the inaugural Kinder Korean DLI class at @JeffSchoolNews. The next information meeting will…

OC Marketing Jobs
OC Marketing Jobs
Don't submit then quit. Apply for jobs like "Marketing Communications Manager" at LoanMe, then look for people you… https://t.co/jQZSrVi9Pl

TMJ-CAO Finance Jobs
TMJ-CAO Finance Jobs
See our latest #Anaheim, CA job and click to apply: Medical Claims Representative - https://t.co/T5eG2whQ1m #Accounting

Andrew Emmer
Andrew Emmer
Check out this #job: #Maintenance #Planner/Scheduler at #Disney (#Anaheim) https://t.co/5mpatXpNi1 #DisneyJobs https://t.co/XuRFLRNaKo

Andrew Noriega
Andrew Noriega
@drewnoriega91 eighthelementtattoo . . . . . . #eighthelementtattoo #eighthelement #8thelementtattoo #8thelement… https://t.co/MHENUFuGvw

Rachel Lange
Rachel Lange
New #job opening at #Disney in #Anaheim! Training #Manager - FOS Disneyland Resort https://t.co/ZaJ3kqMmGU… https://t.co/WQcbf0hsFr

Engage2Excel Jobs
Engage2Excel Jobs
Looking to score a new job? You're in luck. Check out this Sales Account Executive - Audio Visual in #Anaheim, CA… https://t.co/zrk1rcaaz4