Jean Chai

Jean Chai Private Wealth Advisor at Ameriprise Financial Services, LLC

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What are you doing today to prepare for your goals for tomorrow? Let’s talk about what’s most important to you and how w...
06/17/2026

What are you doing today to prepare for your goals for tomorrow? Let’s talk about what’s most important to you and how we can partner to prepare for your future goals.

If higher inflation has you concerned about your financial position, let’s connect. We can help you make sense of any pe...
06/15/2026

If higher inflation has you concerned about your financial position, let’s connect. We can help you make sense of any personal and portfolio impacts.

Learn why price pressures are re-emerging and whether this upswing could prove short-lived or more enduring.

Market leadership may be broadening beyond the Magnificent 7. Here’s how to identify new, high-quality investment opport...
06/12/2026

Market leadership may be broadening beyond the Magnificent 7. Here’s how to identify new, high-quality investment opportunities in this evolving environment. And let’s connect if you’d like to put these insights into action.

How to invest in “the best of the rest.”

Tax season tip 💡​If you had significant medical or dental expenses last year, some out‑of‑pocket costs may be deductible...
06/10/2026

Tax season tip 💡​

If you had significant medical or dental expenses last year, some out‑of‑pocket costs may be deductible — and could help lower your overall tax bill.​

While filing:​
✅ Gather receipts for qualifying medical visits, procedures, or treatments​
✅ Review whether expenses exceed the applicable threshold for deduction

Needing long-term care isn’t rare, it’s likely. Life can change in ways we don’t always anticipate, and having a plan ca...
06/08/2026

Needing long-term care isn’t rare, it’s likely. Life can change in ways we don’t always anticipate, and having a plan can bring clarity and confidence when it matters most. Planning ahead can help protect your finances and give you more control over how care happens. Message me if you’d like to start the conversation.

Markets have seen quite the turnaround recently. But what’s fueling this rally and are the risks really behind us? Ameri...
06/06/2026

Markets have seen quite the turnaround recently. But what’s fueling this rally and are the risks really behind us? Ameriprise Financial Chief Market Strategist Anthony Saglimbene breaks down the dynamics driving the recent market movements.

3 factors driving U.S. stocks higher.

Tax season reminder 📅​You may still be able to make certain retirement contributions for last year before Tax Day — pote...
06/04/2026

Tax season reminder 📅​

You may still be able to make certain retirement contributions for last year before Tax Day — potentially lowering your taxable income and supporting long‑term goals.

Uncertainty is inevitable, but your financial approach doesn’t have to feel uncertain. Retirement strategies that emphas...
06/02/2026

Uncertainty is inevitable, but your financial approach doesn’t have to feel uncertain. Retirement strategies that emphasize both opportunity and resilience can help create a greater sense of stability over time. Planning ahead can make all the difference. Send me a message to explore your options.

New research from Ameriprise Financial takes a closer look at how Americans managing life — and finances — on their own ...
05/31/2026

New research from Ameriprise Financial takes a closer look at how Americans managing life — and finances — on their own build confidence, plan ahead and make long-term decisions.

Read the highlights from Flying Solo: Navigating Financial Autonomy — and if you’re navigating on your own, we're here to help you turn today’s choices into a plan you can feel good about.

🔗 Learn more: Ameriprise.com/FlyingSolo

Address

1360 Burton Drive, Ste 160
Vacaville, CA
95687

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+17074519885

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