Lum, Robert B, CFP

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The advisor listed is an Ameriprise financial advisor in New York. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients.Whether it's saving to buy a home, traveling or simply feeling confident that you'll be able to live the retirement you've worked hard for, having a sound investment strategy is key to achieving your financial goals. Using our exclusive Confident Retirement approach, I work one-on-one with my clients, and really get to know them. This way, I understand their risk tolerance, personal preferences and can help them balance important retirement income needs against the needs of today.