Derek Seo is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Ameriprise Financial in Sacramento, CA and the surrounding communities.
We help busy and successful people make better decisions with their finances more often. Whether it's helping aging parents get their finances organized and estate plans updated or preparing yourself for the future, we can help you regain control and peace of mind.
Seo and Associates is an independent, franchise advisory practice providing expert financial and estate planning advice. We associate with Ameriprise Financial for their financial strength, resources, and financial planning culture. This means that we can offer you access to best-in-class technologies, products, and intellectual resources without being obligated to sell proprietary products. Our focus is to help you accomplish those things in life that are most important to you.
We have successfully helped people feel more confident about their financial futures since 1999. We provide access to our experience and investment resources so that our clients can make smarter decisions with their money. This way their money can work harder and more efficiently to help our clients get what they want out of life.
Derek T. Seo is a Certified Financial Planner® practitioner and works hard to stay on the leading edge of wealth management, estate, and life planning strategies. He is a graduate of San Diego State with a degree in Business Administration, concentration in Accounting. Prior to becoming a Financial Advisor in 1999, he was an instructor in Japan for three years with the JET Programme. Derek is an Eagle Scout and supports various community and social organizations in the Sacramento area. He contributes financial articles for the Money Matters section of the Nikkei West newspaper which circulates in the Sacramento and San Jose / East Bay area.
We believe finding the right people to work together as a team will create empathy and a client experience that far exceeds that of any solo practitioner. That's why our team:
Learn more about us at www.derekseo.com
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