Our financial advice team

Lance Mackall, Financial Advisor serving the Bakersfield, CA area - Ameriprise Advisors

Lance Mackall

Financial Advisor

Managing Partner of
Foundation Wealth Management
16
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
EMAIL
PHONE
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Plan Distribution
  • Charitable Giving
  • Business Retirement Plans
  • Cash Flow Management Strategies
  • Small Business
  • Tax Planning Strategies
  • Investment Management
  • Saving for Education
  • Estate Planning Strategies
  • Social Security Retirement Benefits
  • Intergenerational Planning
  • Insurance

Previous experience

  • Financial Advisor - Wells Fargo Finet, 2012-2019
  • Financial Advisor - JP Morgan Chase, 2009-2012

Interests

  • Spending time with my wife and four daughters
  • I enjoy playing golf
  • Traveling