• Home
  • About
    ▼
    • About Collaborative Divorce
    • Why Choose Collaborative Divorce
    • Introduction to the Collaborative Divorce Process
    • About SCD
  • Find a Professional
    ▼
    • All Professionals
    • Attorneys
    • Financial Specialists
    • Divorce Coaches
    • Child Specialists
    • Resource Specialists
    • How to Choose a Collaborative Professional
  • FAQs
  • Blog
  • Workshops
  • Skip to main content
  • Skip to primary sidebar
  • Skip to footer

Sacramento Collaborative Divorce

A Better Peaceful Divorce

Join SCDG | Members Area | Contact Us

  • Home
  • About
    • About Collaborative Divorce
    • Why Choose Collaborative Divorce
    • Introduction to the Collaborative Divorce Process
    • About SCD
  • Find a Professional
    • All Professionals
    • Attorneys
    • Financial Specialists
    • Divorce Coaches
    • Child Specialists
    • Resource Specialists
    • How to Choose a Collaborative Professional
  • FAQs
  • Blog
  • Workshops
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

 

Primary Sidebar

Find a Collaborative Professional

Getting started with the CollaborativeProcess? First you need to connect with a trained Collaborative Professional.

Find a Professional

Attend a Workshop

Collaborative Professional Spotlight

Jay Friedman

Jay Friedman

Have You Read?

Assumption of loan

Can I Assume The Existing Mortgage Post-Divorce?

Can one spouse assume the mortgage releasing the ex-spouse from future liability? With rising mortgage interest rates, many divorcing homeowners ask, “Can I assume the existing mortgage?” By [Read More...]

Contact Us 916-863-9777

Contact Us 916-863-9777

Footer

Sacramento Collaborative Divorce

4740 Folsom Blvd
Sacramento, CA 95819

916-863-9777
916-863-9777

Privacy Policy

Contact Our Webmaster

  • Facebook

Copyright © 2023 - All Rights Reserved

· · ·

Web Design by The Crouch Group · Log in