Mike Powell, CFP, CLU, APMA

Mike Powell, CFP, CLU, APMA Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

Financial Advisor & Franchise Owner at Ameriprise Financial Services, LLC | Personalized, goal-based advice to help you feel more confident about your financial future. Email: [email protected] // 510.283.1969

Powell Wealth Planning, a financial advisory practice of Ameriprise Financial Services, LLC

When you work with me, you receive:
1:1 financial advice based on your goals and needs. Regul

ar meetings to review your goals, progress and investments. Anytime access to your investments and digital tools to help you stay on track. Areas of Focus:
Investment Management
Retirement Planning Strategies
Tax Planning Strategies

Personal Interests:
When I'm not serving my clients I spend my free time with my incredible wife Danielle, and our two-year-old son, Cameron. I enjoy traveling, playing tennis, skiing, scuba diving, wine tasting, and cheering on my favorite Bay Area sports teams! Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.

This Memorial Day, we remember those who gave their lives in service to our country.
05/25/2026

This Memorial Day, we remember those who gave their lives in service to our country.

05/13/2026

Midterm elections don’t just shape the political landscape; they impact financial markets too. Find how stocks typically behave during a midterm election year and learn portfolio positioning strategies to navigate the 2026 election cycle.

Today we celebrate the mothers, grandmothers, and maternal figures who give so much of themselves to help others grow an...
05/10/2026

Today we celebrate the mothers, grandmothers, and maternal figures who give so much of themselves to help others grow and thrive. Wishing a heartfelt Happy Mother’s Day to all who nurture, guide, and inspire — today and every day. 💐

04/21/2026

Markets started 2026 under pressure as investors weighed continued uncertainty in the Middle East. Heading into Q2, Ameriprise Financial experts break down recession risk, key emerging-market trends and what recent geopolitical developments could mean for your portfolio.

03/17/2026

Recent developments in the Middle East have created heightened global uncertainty, including for U.S. investors and consumers. Ameriprise Financial Chief Economist Russell Price offers perspective on how the conflict in Iran may influence the markets and U.S. economy.

02/18/2026

Ameriprise Financial Fixed Income Strategist Brian Erickson breaks down the concept of Federal Reserve independence and why it’s essential to the stability of the broader economy and global markets.

01/26/2026

Ameriprise Financial experts explore key economic drivers, stock market trends and fixed income strategies to help you navigate the year ahead.

Smart money habits start at home. Recent Ameriprise research reveals that parents shape how kids think about everything ...
12/23/2025

Smart money habits start at home.

Recent Ameriprise research reveals that parents shape how kids think about everything from budgeting and savings to credit cards and debt.

Wishing you and your loved ones happiness, peace and joy this holiday season.
12/18/2025

Wishing you and your loved ones happiness, peace and joy this holiday season.

Whether you’re currently a caregiver or want to be prepared for the possibility, we can work together to navigate the fi...
12/15/2025

Whether you’re currently a caregiver or want to be prepared for the possibility, we can work together to navigate the financial implications.

Address

1333 N California Boulevard Suite 630
Walnut Creek, CA
94596

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