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  • Home
  • About
    • About Collaborative Divorce
    • Why Choose Collaborative Divorce
    • Introduction to the Collaborative Divorce Process
    • About SCD
  • Find a Professional
    • All Professionals
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You are here: Home / Professional Profiles / Russel L. Phelps, III, MSFP, CFP®, CDFA®, APMA®, AWMA®

Russel L. Phelps, III, MSFP, CFP®, CDFA®, APMA®, AWMA®

August 30, 2019 By CD-Sacramento Staff - m.w.

Russel
L.
Phelps
, CFP, CDFA, APMA, AWMA, MSFPF
Financial Specialist
Private Wealth Advisor, Certified Divorce Financial Analyst
My Email
My Website
Trinity Wealth Advisors a private wealth advisory practice of Ameriprise Financial Services, LLC
1130 Iron Point Road
Suite 150
Folsom
CA
95630

Phone

(916) 351-0000
(916) 983-5008 fax

About My Practice

As a neutral financial professional, I help clients understand the financial and tax aspects of splitting assets and income during divorce. Please call for a 30 minute complimentary initial consultation.
CA Insurance #0B18900

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP certification mark (with plaque design) in the U.S.

Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.

The initial consultation provides an overview of financial planning concepts.  You will not receive written analysis and/or recommendations.

More information available at FINRA’s BrokerCheck website

 

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