Both
Business Succession Planning, Charitable & Planned Giving, Comprehensive Financial Planning, Estate Planning (Wills, Trusts etc), Investment Management, Retirement Income Planning, Special Needs Planning, Sudden Wealth ( Inheritance, Lottery etc)
Ernesto focuses on understanding the specific situations and goals of each client by establishing deep and valued relationships. He works with individuals, senior-level executives, business owners, corporations, governments, non-profit institutions, endowments, and estates. Ernesto is well versed in the specific issues important to clients both in and approaching retirement. Through the use of Ameriprise Financial tools, Ernesto can accurately advise his clients on their goals.