Advisor photo for Gloria E. Velasquez-Romero

Gloria E. Velasquez-Romero

Financial Advisor

Business Financial Advisor

512.991.1101 Ext. 1
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Client Satisfaction 5.0 / 5 rating based on 13 reviews
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Anytime online access

Access your accounts, track your progress, and connect with me using digital tools from Ameriprise.

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Key tax considerations

Review tax planning strategies throughout the entire year, not just during tax season.

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Market volatility

Stay on track with your financial goals during changing market conditions.
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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Whether you’re saving for a major purchase or simply meeting today’s needs, having a sound strategy is key. Through personalized financial advice, investments and solution recommendations, as well as a focus on tracking your progress, I can help you achieve your financial goals and adjust to whatever life brings.

See how to get started with personalized advice

November 18, 2024

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Is the current U.S. economic picture sustainable?

Is the current U.S. economic picture sustainable?

The U.S. economy has outperformed expectations so far this year. Will that trend continue? Ameriprise Financial Chief Economist Russell Price weighs in. (3:26)

November 05, 2024

What interest rate cuts may mean for investors October 14, 2024

View more markets and economic insights

I’m honored to announce I’ve received a 2024 Five Star Wealth Manager award! This award recognizes wealth management professionals who provide excellent service to their clients. Many thanks to my colleagues for their continued support, my clients for placing their trust in me, and Five Star Professional for the recognition.

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Is the current U.S. economic picture sustainable?

Is the current U.S. economic picture sustainable?

The U.S. economy has outperformed expectations so far this year. Will that trend continue? Ameriprise Financial Chief Economist Russell Price weighs in. (3:26)

2024 U.S. presidential election: Impact on investors

2024 U.S. presidential election: Impact on investors

As the 2024 U.S. elections draw closer, Ameriprise Financial experts share their insights on how the results may influence the broader market, economy and investments. These insights are not political statements from Ameriprise Financial, nor are they an endorsement of a particular candidate or political party. (13:40)

A solid foundation starts with protecting income

A solid foundation starts with protecting income

Pascale Haspil implemented a recommendation from her advisor nearly 20 years ago. Today, it's helping keep her financial security intact. (4:08)

Putting clients first for 130 years

Putting clients first for 130 years

For 130 years, Ameriprise Financial has remained true to its vision of putting our clients' interests first. A strong financial foundation, passionate stewardship of the business and a track record of standing behind clients through good times and bad is at the heart of our success. (2:34)

How long will Big Tech drive markets?

How long will Big Tech drive markets?

Big Tech has been a key driver of stock prices in 2024. When might more S&P 500 Index companies, industries and sectors begin to contribute? Ameriprise Financial Chief Market Strategist Anthony Saglimbene weighs in. (3:18)

What matters most to you, matters most to us

What matters most to you, matters most to us

At Ameriprise Financial, we know that no one else has your personal goals, ambitions, and dreams. That’s why our financial advisors deliver personalized advice that can help you feel more confident in your financial future. Start financial planning with us today: https://www.ameriprise.com/financial-planning (0:30)

We understand your unique goals

We understand your unique goals

Ameriprise Financial advisors deliver personalized advice to help clients reach their unique financial goals. With 130 years of history, we know nothing is more important and it’s why clients rate us 4.9 out of 5 in overall customer satisfaction. Start financial planning with us today: https://www.ameriprise.com/financial-planning (0:30)

Reach Your Financial Goals With Help from Ameriprise Financial Advisors

Reach Your Financial Goals With Help from Ameriprise Financial Advisors

Ameriprise Financial Advisors provide personalized advice to help our clients reach their financial goals in the short and long term. With over 125 years of history, we know that what matters most to our clients is the 1-to-1 relationship with a financial advisor they can trust to help set them up for financial success. Start financial planning with us today.

(2:24)

What are your college savings options?

What are your college savings options?

Saving for college is one of life’s biggest financial goals. With numerous savings options to consider, it’s important to choose one that aligns with your unique situation and other long-term goals. Learn about three common tax-advantaged solutions to help you weigh your options. (2:36)

Traditional vs Roth IRAs

Traditional vs Roth IRAs

When it comes to planning for retirement, Individual Retirement Accounts (IRAs) are a strategic tool for long-term financial planning. Learn about the key differences between the two most common types of individual retirement accounts - Traditional IRAs and Roth IRAs. (2:27)

Paying for college: What financial steps should you take?

Paying for college: What financial steps should you take?

From financial aid and funding sources to student loans and tax incentives, here are eight key considerations that can help you make informed decisions when preparing to pay for college. (3:06)

Strategies to help reduce investment risk

Strategies to help reduce investment risk

Learn ways to help reduce investment risk and feel more confident about your financial future. Here are three strategies that can help you mitigate risk, reduce volatility in your portfolio's value and potentially earn more consistent returns over time. (2:49)

Financial advice I can count on

Financial advice I can count on

Everyone has opinions about the current economy. Staying on track in uncertain markets is easier with personal financial advice from an Ameriprise advisor who knows you and your goals. See how personal financial advice can help you stay on track at: www.ameriprise.com/experience/talk. (0:30)

Alternative Investments: Beyond traditional investments

Alternative Investments: Beyond traditional investments

Alternative investments cover a wide range of strategies and structures that may enhance your overall portfolio. Your Ameriprise Financial advisor can help you understand the potential benefits, fees and risks associated with these investments. (2:03)

Balancing growth and protection

Balancing growth and protection

How do you find the right balance when you're saving for the future? Learn how the RiverSource Structured Solutions 2℠ annuity works to combine growth potential with a level of protection. (7:24)

Four Generations. One Solution.

Four Generations. One Solution.

Leaving a legacy for her family was at the top of Bonnie’s financial goals. This moving video shares her family’s reflections about that legacy—and the important role RiverSource annuities played. (7:21)

Our commitment to you

Our commitment to you

In the Our commitment to you video, we highlight how RiverSource helps clients live confidently every day and well into the future. (1:31)

Gloria E. Velasquez-Romero may only conduct securities business with residents of states in which the advisor is properly registered. Please refer to FINRA's BrokerCheck website for a list of those states.

CA Insurance #0I15646