CFP®

Senior Financial Advisor

SANFORD, JIGALIN & SEYMOUR A financial advisory practice of Ameriprise Financial Services, Inc.

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Ylisa Sanford Seymour Ameriprise Financial Advisor
Address
1208 4th St
Santa Rosa, CA 95404

Team Information


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Map & Directions
(707) 578-3800
ylisa.s.seymour@ampf.com

As an Ameriprise financial advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals, giving you greater confidence.

More people come to Ameriprise for financial planning than any other company.1

  • An Ameriprise-associated financial advisor franchise
  • I am licensed and registered to conduct business in CA. Based on licenses and registrations I hold, I may also conduct certain business in TX, MD, CO, FL, KS, MA, NY, VA, WA.
  • CA Insurance license 0C49962
Areas of Focus
  • Investment Advice
  • Income Tax Planning Strategies
  • Retirement Planning Strategies
  • Small Business
  • Domestic Partner Planning
  • Estate Planning Strategies
  • Saving for Education
  • Asset Allocation
  • Employee Stock Options

The Team

Emmanuel Huereca
Paraplanner
emmanuel.x.huereca@ampf.com

1208 4th St
Santa Rosa, CA 95404

Phone: 707-578-3800

Sheila Donlan

1208 4th St
Santa Rosa, CA 95404

Phone: 707-578-3800

Courtney Smith
Administrative Assistant

1208 4th St
Santa Rosa, CA 95404

Phone: 707-578-3800

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®,
CERTIFIED FINANCIAL PLANNERTM and federally registered CFP (with flame design) in the
U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing
certification requirements.
1. Based on the number of financial plans annually disclosed in Form ADV, Part 1A, Item 5, available at adviserinfo.sec.gov as of Dec 31, 2006.