Mike Powell, CFP, CLU, APMA

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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. Regular 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.

10/15/2026

As we enter the final months of 2026, Ameriprise Financial experts discuss the key forces shaping markets and the economy, including inflation, interest rates, Treasury yields and the outlook for investors.

Changing jobs? Together, we can evaluate your 401(k) options and determine what's best for your long-term plans
10/14/2026

Changing jobs? Together, we can evaluate your 401(k) options and determine what's best for your long-term plans

What are you working toward? The key to achieving your financial goals is to keep moving toward them. Let’s connect and ...
09/16/2026

What are you working toward? The key to achieving your financial goals is to keep moving toward them. Let’s connect and review your progress.

09/15/2026

Here’s why today's bond market may offer compelling income opportunities for investors, according to Ameriprise Financial Fixed Income Strategist Brian Erickson.

Today, we celebrate the hard work, dedication and perseverance that shape our lives in meaningful ways every day.Wishing...
09/07/2026

Today, we celebrate the hard work, dedication and perseverance that shape our lives in meaningful ways every day.

Wishing you a relaxing and well-earned Labor Day!

One day, you’re celebrating the start of a new job. Then you blink and you’re toasting to your retirement. Let’s review ...
08/12/2026

One day, you’re celebrating the start of a new job. Then you blink and you’re toasting to your retirement. Let’s review your retirement savings and make sure you’re on-track.

08/11/2026

As the 2026 U.S. midterm elections approach, Ameriprise Financial experts share their perspectives on how the results may influence the broader market, economy and investments.

07/16/2026

As we head into the second half of 2026, Ameriprise Financial experts break down key market and economic trends shaping the investment landscape.

While no one can predict the future, we can work together to help protect you from unexpected events. Reach out to sched...
07/15/2026

While no one can predict the future, we can work together to help protect you from unexpected events. Reach out to schedule a meeting.

Happy Father’s Day to the dads, grandfathers, and father figures who lead with care, strength, and support. Wishing you ...
06/21/2026

Happy Father’s Day to the dads, grandfathers, and father figures who lead with care, strength, and support. Wishing you a day of appreciation and time well spent with those who matter most.

Address

1333 N California Boulevard Suite 630
Walnut Creek, CA
94596

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