Kris De La Pena - Ameriprise Financial Services, LLC

(on macarthur)
Financial and Investment Services in Newport Beach, CA
Financial and Investment Services

Hours

Monday
7:00AM - 6:30PM
Tuesday
7:00AM - 6:30PM
Wednesday
7:00AM - 6:30PM
Thursday
7:00AM - 6:30PM
Friday
8:00AM - 3:00PM
Saturday
Closed
Sunday
Closed

Location

4695 Macarthur Ct
Newport Beach, CA
92660

About

Serving you in these unprecedented times

During the current period of market pressure, we’re watching the markets closely and are committed to helping you navigate the cycles of volatility.
We believe it is important to stay focused on your financial goals and to make sound decisions based on current information, your long-term asset allocation and your risk tolerance. If you have concerns or questions about your portfolio or goals, let’s talk. Together we can determine what, if any actions, you can take. We’re available to connect with you as is most convenient during this time, including by phone or online.

Photos

Kris De La Pena - Ameriprise Financial Services, LLC Photo Kris De La Pena - Ameriprise Financial Services, LLC Photo

Services

  • Investments
  • Tax Planning Strategies
  • Retirement Planning Strategies

Latest

5 ways to be a better human this week: 1. “There is no greater agony than bearing an untold story inside of you.” -Maya Angelou. If you have personal experience with mental illness or recovery, share on Twitter, Instagram and Tumblr with #mentalillnessfeelslike. 2. Don’t use your teeth to open things. 3. Protect your enthusiasm from the negativity of others. 4. Stand out from the crowd. 5. Remember that nothing important was ever achieved without someone’s taking a chance.
From stocking up on toilet paper to at-home haircuts, consumers are spending and saving their money differently due to COVID-19. How has the pandemic changed your spending habits? MARKETWATCH.COM 5 months into the COVID-19 pandemic, here’s how people’s spending habits have changed
5 ways to be a better human this week: 1. If you borrow something more than twice, buy one for yourself. 2. Don’t get caught glancing at your watch when you’re talking to someone. 3. Remember that bad luck as well as good luck seldom lasts long. 4. Regarding rental property, remember that an unrented house is better than a bad tenant. 5. It is not your job to get people to like you. It’s your job to like people.
5 ways to be a better human this week: 1. Take advantage of free lectures on any subject in which you are remotely interested. More than ever, they are available during this pandemic. 2. Never forget the debt you owe to all those who have come before you. 3. Hold puppies, kittens, and babies any time you get the chance. 4. Dress for the position you want, not the one you have. 5. Be willing to swap a temporary inconvenience for a permanent improvement.
5 ways to be a better human this week: 1. Has something been bothering you? Let it all out…on paper. Writing about upsetting experiences can reduce symptoms of depression. 2. Send a thank you note to let someone know why you appreciate them. Written expressions of gratitude are linked to increased happiness. 3. Remember that cruel words deeply hurt. 4. Remember that loving words quickly heal. 5. Don’t say anything on a phone, nor to a smart speaker that you wouldn’t want the world to hear.
For most Americans, a 401(k) strategy is a key part of your retirement plan. Here are tips to optimize. AMERIPRISE.COM Rethinking your 401(k): 5 retirement investment strategies to help you save
5 ways to be a better human this week: 1. Remember that the only dumb question is the one you wanted to ask but didn’t. 2. Ask yourself if what you’re doing today is getting you closer to where you want to be tomorrow. 3. Don’t look through other people’s medicine cabinets, closets, or refrigerators. 4. Make your bed every morning. 5. Stand up for your high principles, even if that means you have to stand alone.
5 ways to be a better human this week: 1. Never make fun of people who speak broken English. It means they know another language. 2. When you need something done, ask a busy person. 3. Never underestimate the influence of the people you have allowed into your life. 4. Read biographies of successful men and women. 5. Once a month, invite someone to lunch who knows more about your business than you.
5 ways to be a better human this week: 1. Go off the grid. Leave your smart phone at home for a day and disconnect from constant emails, alerts, and interruptions. 2. Feeling stressed? Smile. It may not be the easiest thing to do, but smiling can help to lower your heart rate and calm you down. 3. Remember that anything creative and innovative will be copied. 4. Wage war against procrastination. 5. Don’t expect different results from the same behavior.
Charitable tax deductions, penalty-free early IRA withdrawals, remote care coverage and other CARES Act benefits to consider before year’s end. KIPLINGER.COM 5 CARES Act Benefits to Take Advantage of Before Year’s End | Kiplinger
5 ways to be a better human this week: 1. Compliment 3 people every day. 2. Live beneath your means. 3. Keep secrets. 4. Surprise loved ones with unexpected gifts. 5. Spend less time worrying about who is right, and more time worrying about what is right.
This Veteran’s Day, we express our gratitude to all the men and women who’ve served in the U.S. Armed Forces. To express our thanks, we are proud to offer our financial planning services on a pro-bono basis to veterans wounded in combat. #supportyourheroes
5 ways to be a better human this week: 1. To open a bottle of champagne, twist the base, not the cork. 2. Let your word be your bond. 3. Remember that a lasting relationship is built on commitment, not convenience. 4. Finish projects before they are due. 5. Remember that a grateful heart is almost always a happy one.
5 ways to be a better human this week: 1. Be faithful. 2. Support family-run businesses. They need us now more than ever. 3. Eat moderately. 4. Exercise vigorously. 5. Hold yourself to the same high standards that you require of others.
I’m pleased to announce I’ve received a 2020 Five Star Wealth Manager award. This award recognizes wealth management professionals who provide excellent service to their clients. Thank you to my colleagues and clients who made this possible! https://www.ameripriseadvisors.com/kris.a.dlp/profile AMERIPRISEADVISORS.COM Ameriprise Advisor
"No person was ever honored for what he received. Honor has been the reward for what he gave." - Calvin Coolidge
While money is an important piece, setting your goals and finding your purpose are key steps toward feeling confident and happy in retirement. KIPLINGER.COM Money Can’t Buy Happiness: 4 Secrets to a Happy Retirement | Kiplinger
5 ways to be a better human this week: 1. Remove blind spots by seeking feedback. Seek guidance from trusted sources. 2. Say no to drugs. 3. Getting upset won’t help things. Either make a change, or change your reaction. 4. “Success is going from failure to failure with no loss of enthusiasm.” -Wile E. Coyote 5. Being busy is a form of laziness, and is often used as a guise for avoiding the few critically important but uncomfortable actions in a day. Don’t just be busy, be productive!
5 ways to be a better human this week: 1. Don’t judge each day by the harvest that you reap, but rather by the seeds that you plant. 2. The secret of creating change is not by fighting the old, but rather by creating the new. 3. Do hard things for an easy life. Do easy things for a hard life. 4. Beware of false knowledge. It is more dangerous than ignorance. 5. Wear a mask when out in public. This is not about politics, this is about how we save lives.
5 ways to be a better human this week: 1. If you want to do something, make a habit of it. If you don’t want to do something, make a habit of doing the opposite. 2. Procrastination is the art of living in your yesterdays, avoiding your todays, and ruining your tomorrows. Do it now! 3. If the ocean can calm itself, you should be able to as well. We are both saltwater and air. 4. Never be so focused on what you’re looking for that your overlook that which you actually find. 5. When you change the way you look at things, the things you look at change. Be conscientious of how your perspective informs your reality.
5 ways to be a better human this week: 1. You have not lived until you have done something for someone who can never repay you. See how you can incorporate philanthropy into this week. 2. Don’t let perfect get in the way of good. 3. Enjoy this moment. The past is gone and the future will never come. All you have is the now. 4. Don’t demand fairness from life. 5. When you get comfortable doing uncomfortable things, that is when you see success.

Information

Company name
Kris De La Pena - Ameriprise Financial Services, LLC
Category
Financial and Investment Services

FAQs

  • What is the phone number for Kris De La Pena - Ameriprise Financial Services, LLC in Newport Beach CA?
    You can reach them at: 949-798-6222. It’s best to call Kris De La Pena - Ameriprise Financial Services, LLC during business hours.
  • What is the address for Kris De La Pena - Ameriprise Financial Services, LLC on macarthur in Newport Beach?
    Kris De La Pena - Ameriprise Financial Services, LLC is located at this address: 4695 Macarthur Ct Newport Beach, CA 92660.
  • What are Kris De La Pena - Ameriprise Financial Services, LLC(Newport Beach, CA) store hours?
    Kris De La Pena - Ameriprise Financial Services, LLC store hours are as follows: Mon-Thu: 7:00AM - 6:30PM, Fri: 8:00AM - 3:00PM, Sat-Sun: Closed.