James Park

06/15/2026

Even if you’ve hit your contribution limits, there are strategies to help you keep saving in a tax-efficient way. Reach out today to discuss your options.

06/08/2026

Retirement planning is more than just financial. It’s emotional. 78% of investors say the responsibility is on their shoulders – but many feel unprepared. Feeling better prepared can start with a simple conversation. Reach out to me and let’s talk about your goals.

06/01/2026

Index investing doesn’t have to be so impersonal. With direct indexing, you can maintain broad market exposure while tailoring your portfolio to better reflect your goals, values, and financial situation. Reach out to me to talk about how I can personalize a strategy just for you.

05/27/2026

As financial advisors, we value being a part of a firm recognized globally for excellence. That’s why We're proud to share Ameriprise Financial was recognized by TIME as one of the World's Best Companies for 2025.

Learn more about Ameriprise Financial Services, LLC performance in the investment industry: https://bit.ly/3df9a5L

05/25/2026

Medicare plans change – and so do your needs. Even if your coverage seems to be working, a quick annual review could save you money and headaches.

Why should you revisit your Medicare benefits during open enrollment?

05/20/2026

Ameriprise Financial experts explore key economic drivers, stock market trends and fixed income strategies to help you navigate the year ahead.

05/18/2026

Are you ready for retirement? I can help you know what actions to take and when to help ensure your post-work life is more relaxing than taxing.

Our pre-retirement checklist may help you improve your savings.

05/13/2026

Proud to be part of a firm that’s recognized for innovation — and even more proud of what that innovation stands for.💡​

Ameriprise Financial was named one of Fortune’s America’s Most Innovative Companies of 2026, reflecting our focus on empowering advisors, strengthening client relationships, and continually improving how we serve people and families.​

Innovation here supports what matters most: helping clients feel confident and cared for at every stage of their financial journey.​

Learn more about Ameriprise Financial performance in the investment industry: https://bit.ly/3df9a5L

05/11/2026

If higher inflation has you concerned about your financial position, let’s connect. I can help you make sense of any personal and portfolio impacts.

Learn why price pressures are re-emerging and whether this upswing could prove short-lived or more enduring.

05/08/2026

The Monterey branch welcomed over 30 guests to a wonderful evening at the picturesque Piccolo restaurant for an engaging educational event. We were pleased to host Jim Bergeron, Managing Director at Nuveen, who delivered a compelling presentation titled “The Tax Calm Before the Storm: Taking Full Advantage of Tax Certainty While Planning for Changes to Come.”
The discussion provided valuable insights and sparked meaningful conversations around proactive tax planning in an evolving landscape. Thank you to everyone who attended and helped make this event a success.