financial advisor

Abacus Portfolios, Barrett Porter, C.F.P
429 Santa Monica Boulevard, Suite 500
Santa Monica, CA
90401

Abacus Wealth Partners helps you make the best use of your financial resources, freeing your time to enjoy what matters most in life. We show you where you are, protect you from financial dangers, create a roadmap for your future, manage your investments, and provide advice that touches every area of your life.

abacuswealth.com
888-422-2287
1208 4th Street
Santa Rosa, CA
95404

John Tappan founded Ameriprise Financial in 1894 with a singular vision, to help ordinary Americans achieve their financial dreams and feel confident about their futures. Throughout our long history, we have remained steadfast to this vision of putting our clients’ needs first, always. The strength of this commitment is matched only by our strength as a company. Through downturns, recessions, booms, the Great Depression and the recent Great Recession, we have honored every financial obligation to our clients and have never taken a bailout. Ameriprise is America’s leader in financial planning, and one of the largest diversified financial services firms in the U.S., with more than $750 billion in assets under management and administration. Every day – true to Tappan’s vision — our 10,000 financial advisors work with our clients one-to-one, to help put their dreams and goals more within reach.

707-578-3800
Santa Rosa
140 S Lake Avenue, Suite 307
Pasadena. CA
91101

Mitchell Kauffman is a Certified Financial Planner™ professional and member of the Financial Planning Association. Serving clients at Kauffman Wealth Management, Inc. in Pasadena, CA and the surrounding communities.

626-795-6874
Pasadena
10960 Wilshire Blvd., Suite 2100
Los Angeles, CA
90024
310-689-3396
Los Angeles