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SectorSurfing Professional Financial Advisors




 

All 50 States

David Yeh, MD
Investment Advisor
& Nuclear Physician
 dyeh@wealthydoctorinstitute.com
PO Box 9080
Naperville, IL 60567
(630)-836-8505
Areas of Focus

- Tactical Investment Strategies
- Early Retirement Planning
- Physicians & Healthcare Workers
- Engineers, Scientists & Spock
- Entrepreneurs & Professionals
- Novice Self-directed Investors
- 401(k) Advice and Management

Craig C. Larson
Investment Advisor
 craig@larsonadvisors.com
13625 Ronald Reagan Blvd
Building 10 Suite 100
Cedar Park, TX 78613
(512)-910-2722
Areas of Focus

- Tactical Investment Management
- Tax Efficient Portfolios
- 401(k) Advice and Management

Marc Tucker
Branch Manager
 mtucker@fwg.com
19510 Ventura Blvd #211
Tarzana, CA 91356
(818) 996-3375
(800) 224-2819 
CA Insurance Lic# 0C23837

Areas of Focus

- ETF Investing
- Financial Planning
- Estate Planning Strategies
- Retirement Planning
- Long-Term Care

Ameriprise Financial Services, Inc.

Dale Van Metre
Financial Advisor, Ph.D., CRPC
 dale.w.van.metre@ampf.com
4725 Village Plz Loop Ste 200
Eugene, OR 97401-6677
(541) 341-6587
OR, FL, CA, IN, HI, NV, CO, AZ, WA, NM.
CA Insurance #0E24131
Areas of Focus

- Retirement Planning Strategies
- Estate Planning Strategies
- Saving for Education

Travis Price
Wealth Manager
 travis@pfgwm.com
555 SE 99th Ave, Suite 103
Portland, OR 97216
(503)253-3000
(800)749-5022

Areas of Focus

- Making Investments Make Sense
- A More Comfortable Retirement
- College Education Planning
- Estate Planning
- Benefits Package Analysis
- Your Financial Needs and Goals
- Financial Matters Important to You

Ameriprise Financial Services, Inc.

Travis Alexander
Financial Advisor, MBA
 Travis.P.Alexander@ampf.com
301 E. Ocean Blvd Suite 1550
Long Beach, CA 90802
(562) 308-4517
WA, TX, NV, MN, NC, VA, OH, IL 
CA Insurance #0G19019

Areas of Focus

- Estate Planning Strategies
- Small Business
- Family Finances
- Saving for Education
- Retirement Planning Strategies
- Employee Stock Options


Ameriprise Financial Services, Inc.

Yohance Harrison
Branch Manager, CRPC
 yohance.d.harrison@ampf.com
301 E. Ocean Blvd Suite 1550
Long Beach, CA 90802
(562) 308-4516
NY, FL, AZ, NJ, OR, VA, MA, TX, NV, GA, MN, IL, OH, MT, WA, NC
CA Insurance #0D89751

Areas of Focus

- Estate Planning Strategies
- Employee Stock Options
- Domestic Partner Planning
- Family Finances
- Women's Financial Strategies
- Saving for Education
- Retirement Planning Strategies

 


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