Lisa Rosenau - Associate Financial Advisor, Ameriprise Financial Services, LLC

Lisa Rosenau - Associate Financial Advisor, Ameriprise Financial Services, LLC
125 Water St, Ste A-3
Santa Cruz, CA 95060
M-F 8:30am-5pm, Sa-Su Closed

Monday: 
8:30 am – 5:00 pm
Tuesday: 
8:30 am – 5:00 pm
Wednesday: 
8:30 am – 5:00 pm
Thursday: 
8:30 am – 5:00 pm
Friday: 
8:30 am – 5:00 pm
Saturday:  Closed
Sunday:  Closed

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 Santa Cruz, CA area, Lisa Rosenau 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.

Specialties

Investment Management
Retirement Planning Strategies
Sustainable and Responsible Investing
Women's Financial Strategies
Wealth Preservation Strategies
Investments
Saving for Education
Retirement Plan Distribution

Services

Retirement Planning Strategies
Wealth Preservation Strategies
Investments