About
Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the San Jose, CA area, Lisa Koppanyi will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
Frequently Asked Questions
What associations does Lisa Koppanyi - Financial Advisor, Ameriprise Financial Services, LLC have?
BFA, CRPC.
Which days is Lisa Koppanyi - Financial Advisor, Ameriprise Financial Services, LLC open?
Open on Monday, Tuesday, Wednesday, Thursday, Friday.
What languages does Lisa Koppanyi - Financial Advisor, Ameriprise Financial Services, LLC specialize in?
English.
What are Lisa Koppanyi - Financial Advisor, Ameriprise Financial Services, LLC specialties?
Retirement Planning Strategies, Retirement Income Strategies, Wealth Preservation Strategies, Investment Management, Family Finances, Insurance, Saving for Education, Cash Flow Management Strategies, Sustainable and Responsible Investing, Estate Planning Strategies.
What are Lisa Koppanyi - Financial Advisor, Ameriprise Financial Services, LLC main services?
Wealth Preservation Strategies, Retirement Planning Strategies, Insurance.