◈ Homepage — https://www.ameripriseadvisors.com/team/papadoyannis-associates/financial-advice-team/george.x.papadoyannis/Skip to main content Home About Working together Insights Resources Contact Log In Axios Private Wealth Advisors A private wealth advisory practice of Ameriprise Financial Services, LLC Meet the team George Papadoyannis MBA, CFP® Private Wealth Advisor Axios Private Wealth Advisors Visit George Papadoyannis's website An Ameriprise Private Wealth Advisor 35 YEARS OF EXPERIENCE This number may include years as a financial advisor, and/or experience as a registered representative. CLIENT SATISFACTION 5.0 / 5 rating based on 70 reviews See disclosures EMAIL [email protected] PHONE 650.593.9170 BUSINESS MOBILE 650.590.8873 Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure. Areas of focus Wealth Preservation Strategies Estate Planning Strategies Retirement Planning Strategies Financial Planning for Small Business Charitable Giving Strategies Saving for Education Qualifications CFP® or CERTIFIED FINANCIAL PLANNER® certification Certified Financial Planner, CFP® Masters of Business Administration Chairman's Advisor Council Private Wealth Advisory Practice Education Thunderbird Graduate School of International Management; MBA in Finance and Marketing; 1984-1986 University of Minnesota- Duluth; Computer Science, Math, French, and a minor in Business; 1980-1984 Awards & recognition Forbes Top 250 Wealth Advisors, 2019- 2026 Barron's Top 1,500 Financial Advisors, 2026 Forbes Best-in-State Wealth Advisors, 2018 - 2026 Ameriprise Circle of Success Chairman's Advisory Council, 2000-2026 Barron's Top 1,200 Financial Advisors, 2018-2025 Ameriprise Circle of Success, 2000 - 2024 Axios Private Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2023-2024, 2026 Barron's Top 100 Independent Financial Advisors, 2007-2010, 2013-2017, 2025 AdvisorHub Advisors to Watch (over $1Bil), 2024 Axios Private Wealth Advisors, Barron's Top 100 Private Wealth Management Teams, 2021 - 2023 Axios Private Wealth Advisors, Forbes Top Wealth Management Teams: High Net Worth, 2022 Barron's Top 100 Financial Advisors, 2022 Inducted to Barron's Hall of Fame (for ranking 10 years on Barron's Top 100 Advisor lists), 2022 Financial Times 400 Top Financial Advisers, 2015, 2017, 2018, 2019 & 2020 Professional associations Financial Planning Association Newsletter sign up Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice. Sign up Community participation For our support of military veterans and their families, Ameriprise is honored to be recognized as a Yellow Ribbon Company* and a Military Friendly® Employer. * As of Oct. 28, 2015, Beyond the Yellow Ribbon recognizes Ameriprise as a Yellow Ribbon Company. Interests I find both physical and mental joy from playing tennis on regular basis. Some of my favorite courts are in Redwood Shores, San Mateo and San Francisco. When I have the opportunity to participate in a tournament I am always up for the challenge. Travel is one of my favorite leisure pleasures and love when I have the opportunity to invite friends and family to my home country, in Greece. Since my oldest is in New York area, we also make sure to make time to visit her multiple times during the year. I also find great joy in day trips around the Bay Area and along the coast. My photos 5 albums chevron_left Greece My wonderful family! Pre-Greece Client Event 4.27.24 Big Brothers Big Sisters Gala Grand Client Education Event 2023 Greece My wonderful family! Pre-Greece Client Event 4.27.24 Big Brothers Big Sisters Gala Grand Client Education Event 2023 Greece My wonderful family! Pre-Greece Client Event 4.27.24 chevron_right Honored to receive recognition My team and I are committed to helping our clients achieve their financial goals, both today and tomorrow. Advisor Hub magazine has recognized this dedication by including me on their 2024 Advisors to Watch (over $1Bil) list. I’m honored, and I’d like to thank my hard-working team and our loyal clients for making this recognition possible. I look forward to continuing our work together! Connect with us 650.593.9170 [email protected] Axios Private Wealth Advisors • Office locations George Papadoyannis may only conduct securities business with residents of states in which the advisor is properly registered. Please refer to FINRA's BrokerCheck website for a list of those states. CA Insurance #0812551 Ameriprise created the Client Experience Survey to give clients an opportunity to rate their satisfaction with their assigned financial advisor using a scale of 1 to 5. Each client has an opportunity to access the Ameriprise Secure Client Site and provide a rating. The client satisfaction score is an average of client responses for that advisor within a rolling 24-month period and is updated daily. There is no minimum number of responses required for an advisor to receive a rating, and advisors may have received unfavorable ratings. Client experiences may vary, and working with any Ameriprise advisor is not a guarantee of future financial results. Investors should not consider the Client Experience Survey score a substitute for their own research and evaluation of an advisor’s qualifications. Any client featured on this page is a brokerage customer of Ameriprise Financial Services, LLC, a registered broker-dealer. No depiction of or reference to a client is intended as an advertisement of investment advisory services. Each client experience is unique, so one client’s success does not guarantee success for any future client. Barron’s generates its rankings from a formulaic analysis of surveys answered by candidates regarding assets, revenue, and quality of practice, including an advisor’s regulatory and compliance record. Certain awards include a demographic component to qualify. This award for each applicable year is based on data from the previous two calendar years and is not indicative of this advisor’s/team’s future performance. Neither Ameriprise Financial nor its advisors pay a fee to Barron’s in exchange for the ranking or its use. Barron’s is a registered trademark of Dow Jones, L.P.; all rights reserved. Forbes rankings are developed by SHOOK Research and are created using an algorithm that includes both qualitative (in-person, virtual and telephone due diligence meetings; client impact; industry experience; review of best practices and compliance records; and firm nominations) and quantitative (assets under management and revenue generated for their firms) data. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Certain awards include a demographic component to qualify. These rankings for each applicable year are based on the opinions of SHOOK Research, LLC, are not indicative of future performance or representative of any one client’s experience and are based on data from the previous two calendar years. Neither Ameriprise Financial nor its financial advisors pay a fee in exchange for these rankings or their use. Ameriprise Financial and/or its financial advisors can pay Forbes/SHOOK Research for additional advertising-related materials. For more information: www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC. Barron’s generates its rankings from a formulaic analysis of surveys answered by candidates regarding assets, revenue, and quality of practice, including an advisor’s regulatory and compliance record. Certain awards include a demographic component to qualify. This award for each applicable year is based on data from the previous two calendar years and is not indicative of this advisor’s/team’s future performance. Neither Ameriprise Financial nor its advisors pay a fee to Barron’s in exchange for the ranking or its use. Ameriprise Financial and/or its financial advisors can pay Barron’s for additional advertising-related materials. Barron’s is a registered trademark of Dow Jones, L.P.; all rights reserved. The AdvisorHub Advisors to Watch lists are generated using a combination of (i) an advisor’s scale as a function of assets, production, number of households and team size; (ii) year-over-year growth in assets; and (iii) professionalism, which includes regulatory record, community involvement and team makeup. The number of advisors placed on each list can vary from year to year. Certain awards include a demographic component to qualify. These awards for each applicable year are based on data from the previous two calendar years and are not indicative of this advisor’s/team’s future performance. Neither Ameriprise Financial nor its advisors pay a fee to AdvisorHub in exchange for the ranking or its use. Barron’s generates its rankings from a formulaic analysis of surveys answered by candidates regarding assets, revenue, and quality of practice, including an advisor’s regulatory and compliance record. Barron’s is a registered trademark of Dow Jones, L.P.; all rights reserved. This award for each applicable year is based on data from the previous two calendar years and is not indicative of this team’s future performance. Neither Ameriprise Financial nor its advisors pay a fee to Barron’s in exchange for the ranking or its use. Barron’s Hall of Fame Advisors have been ranked for 10 or more years on one of the following lists: Barron’s Top 100 Financial Advisors, Barron’s Top 100 Women Financial Advisors or Barron’s Top 100 Independent Financial Advisors. Barron’s generates its rankings from a formulaic analysis of surveys answered by candidates regarding assets, revenue, and quality of practice, including an advisor’s regulatory and compliance record. Certain awards include a demographic component to qualify. This award for each applicable year is based on data from the previous two calendar years and is not indicative of this advisor’s/team’s future performance. Neither Ameriprise Financial nor its advisors pay a fee to Barron’s in exchange for the ranking or its use. Ameriprise Financial and/or its financial advisors can pay Barron’s for additional advertising-related materials. Barron’s is a registered trademark of Dow Jones, L.P.; all rights reserved. The Financial Times 400 Top Financial Advisers is an independent listing produced annually by the Financial Times. The FT 400 is based on data gathered from advisors, firms, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s performance in six primary areas: assets under management (AUM), asset growth, compliance record, experience, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of this advisor’s future performance. Neither Ameriprise Financial nor its advisors pay a fee to the Financial Times in exchange for inclusion in the FT 400. This information is provided by third parties and has been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Ameriprise Financial. It is given as a general source of information and is not a solicitation to buy or sell any securities, accounts or strategies mentioned. The information is not intended to be used as the primary basis for investment decisions, nor should it be construed as a recommendation or advice designed to meet the particular needs of an individual investor. Please seek the advice of a financial advisor regarding your particular financial situation. The AdvisorHub Advisors to Watch lists are generated using a combination of (i) an advisor’sscale as a function of assets, production, number of households and team size; (ii) yearover-year growth in assets; and (iii) professionalism, which includes regulatory record,community involvement and team makeup. The number of advisors placed on each list canvary from year to year. Certain awards include a demographic component to qualify. These awards for each applicable year are based on data from the previous two calendar years and are not indicative of this advisor’s/team’s future performance. Neither Ameriprise Financial nor its advisors pay a fee to Advisor Hub in exchange for the ranking or its use. Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks. An Ameriprise Financial Franchise The named advisory practice is not itself a separately-registered investment adviser or broker-dealer. Ameriprise Financial cannot guarantee future financial results. Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation. Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.   Ameriprise.com Corporate and important disclosures Client Relationship Summary Terms of use Privacy, security and fraud center About email fraud Do Not Sell or Share My Personal Data Site map Users of this site agree to be bound by the terms of the Ameriprise Financial Website Rules and Regulations. Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2005-2026 Ameriprise Financial, Inc. All rights reserved. ◈ Interior Pages — 16 pages crawledContact info - Axios Private Wealth Advisors, San Mateo, CA Skip to main content Learn more about personalized financial advice to help reach your financial goals at Ameriprise.com. Request consultation Axios Private Wealth Advisors A private wealth advisory practice of Ameriprise Financial Services, LLC Menu Home About Back Our profile Meet the team Visit Ameriprise.com Working together Back How to get started Our services & costs Digital tools Why choose Ameriprise Insights Back Market & economic insights Financial goals & priorities Resources Back Videos & downloads Financial calculators Contact Log In Axios Private Wealth Advisors A private wealth advisory practice of Ameriprise Financial Services, LLC Request consultation Contact Request a consultation Submit this form and we'll reach out to you to schedule a meeting Schedule an appointment Review our availability and schedule a time that works for you San Mateo 1900 O Farrell St Ste 180 San Mateo ,  CA   94403-1332 Phone 650.593.9170 Fax 650.264.5684 Email [email protected] Office Hours Mon 9:00 AM - 5:00 PM Tues 9:00 AM - 5:00 PM Wed 9:00 AM - 5:00 PM Thurs 9:00 AM - 5:00 PM Fri 9:00 AM - 5:00 PM Please call ahead to make an appointment. Hours may vary.   San Jose 1 Almaden Blvd Ste 810 San Jose ,  CA   95113-2215 Phone 408.918.5300   Connect with us 650.593.9170 [email protected] The named advisory practice is not itself a separately-registered investment adviser or broker-dealer.   Ameriprise.com Corporate and important disclosures Client Relationship Summary Terms of use Privacy, security and fraud center About email fraud Do Not Sell or Share My Personal Data Site map Get the free Ameriprise App Ameriprise financial advisors are individually registered to do business only in certain U.S. states. Please refer to the advisor's personal website or to FINRA’s BrokerCheck website for additional details. Users of this site agree to be bound by the terms of the Ameriprise Financial Website Rules and Regulations. Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC . © 2005-2026 Ameriprise Financial, Inc. All rights reserved. Request a complimentary initial consultation Contact Axios Private Wealth Advisors Let's meet to discuss what's most important to you. First Name Last Name Email Mobile Phone (optional) Please do not submit account or other confidential information via this form. How can we help you (optional)? Max 250 characters. At Ameriprise Financial, we’re committed to protecting your privacy and online security. To learn more, view our Privacy Notices on the Ameriprise.com Privacy, Security & Fraud Center . We will only use the information you are providing to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. Submit Share on: Email Text message   Facebook   LinkedIn X Your request has been successfully submitted. Thank you for reaching out! We will contact you to set up a complimentary initial meeting. During the initial conversation, we’ll discuss your financial goals, needs and the personalized advice I provide if you decide to work with us. Axios Private Wealth Advisors A private wealth advisory practice of Ameriprise Financial Services, LLC Your message was not sent. Return to form We look forward to helping you achieve your financial goals. Prepare for our meeting The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations. Ameriprise Financial cannot guarantee future financial results. This offer is only valid in the United States. corporate entities and important disclosures | terms of use | privacy and security center | about email fraud Users of this site agree to be bound by the terms of the Ameriprise Financial Website Rules and Regulations. Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC . © 2026 Ameriprise Financial, Inc. All rights reserved. Introduce us We appreciate the opportunity to help your friends or family members achieve their financial goals. Your friend's information All fields are required. First Name Last Name Email Confirm Email Your information All fields are required. First Name Last Name Email When you refer us, the person you refer will receive an email with a link to our website. From there, they can learn more about what it’s like to work with us and reach out for a complimentary initial consultation, if they choose. We will receive your contact’s information and may reach out to them directly. Preview the email Submit Share on: Email Text message   Facebook   LinkedIn X Your request has been successfully submitted. Thank you for referring us ! Your referral will hear from us soon. Feel free to let them know in advance that we will be reaching out. Axios Private Wealth Advisors A private wealth advisory practice of Ameriprise Financial Services, LLC Your message was not sent. Return to form Do you have other connections who may benefit from working with us? Refer another contact Ameriprise Financial cannot guarantee future financial results. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC . Privacy and Security Center , Online Security Guarantee and About Email Fraud . The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations. © 2005 - 2026 Ameriprise Financial, Inc. Share on: Email Text message   Facebook   LinkedIn X Close Financial Advice from Axios Private Wealth Advisors in San Mateo, CA Skip to main content Learn more about personalized financial advice to help reach your financial goals at Ameriprise.com. Request consultation Axios Private Wealth Advisors A private wealth advisory practice of Ameriprise Financial Services, LLC Menu Home About Back Our profile Meet the team Visit Ameriprise.com Working together Back How to get started Our services & costs Digital tools Why choose Ameriprise Insights Back Market & economic insights Financial goals & priorities Resources Back Videos & downloads Financial calculators Contact Log In Axios Private Wealth Advisors A private wealth advisory practice of Ameriprise Financial Services, LLC Request consultation Get started with personalized financial advice You’ve worked hard to save for your future. It’s important to find the right financial advisor to help you balance today’s needs with tomorrow’s long-term goals. Begin a lasting relationship that puts you and your interests first. Advice to help you achieve what’s most important to you One to one financial advice Personalized recommendations Regular meetings Anytime access One to one financial advice based on your goals and needs We begin with what's most important to you - from goals that can include retirement or education, to a major purchase like a second home. How to begin 1. Schedule your complimentary initial consultation If you're interested in learning more about how we can help you meet your financial goals, schedule a complimentary initial consultation. Even if you're already working with another professional, we can give you a new perspective and answer your unaddressed questions. Request consultation 2. Prepare for your consultation Before we meet, consider these financial questions: What are your most important financial goals right now? What concerns you most about your finances? Did a specific life event or need prompt you to seek advice? How are your investments performing in current market conditions? What are you looking for from a financial advisor? What are you not receiving currently? To help understand your current financial picture, we may also ask you to bring recent bank and investment statements and insurance policies. 3. Get to know us We’re passionate about helping clients like you reach their financial goals. Before we meet, take the time to get to know us. We look forward to getting to know you. Learn more about us 4. Meet with us During our initial consultation, we'll discuss your financial priorities and goals, how we can work together, estimated costs and fees, and next steps. View our services and solutions Our ongoing partnership Our first meeting is just the beginning of an ongoing relationship. A lasting financial relationship can help you prepare for and navigate unforeseen events as they arise. Connect with us when you need to, in person, by phone or online. We look forward to hearing from you For more than 130 years, Ameriprise advisors like us have been helping people like you achieve their financial goals. When you’re ready, reach out to schedule your complimentary initial consultation. Request consultation Connect with us 650.593.9170 [email protected] Axios Private Wealth Advisors • Office locations Locations × View more location details. San Mateo 1900 O Farrell St Ste 180 San Mateo, CA 94403-1332 San Jose 1 Almaden Blvd Ste 810 San Jose, CA 95113-2215 Close The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations. Diversification can help protect against certain investment risks but does not assure a profit or protect against loss. The named advisory practice is not itself a separately-registered investment adviser or broker-dealer. Ameriprise Financial cannot guarantee future financial results. Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation. Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.   Ameriprise.com Corporate and important disclosures Client Relationship Summary Terms of use Privacy, security and fraud center About email fraud Do Not Sell or Share My Personal Data Site map Get the free Ameriprise App Ameriprise financial advisors are individually registered to do business only in certain U.S. states. Please refer to the advisor's personal website or to FINRA’s BrokerCheck website for additional details. Users of this site agree to be bound by the terms of the Ameriprise Financial Website Rules and Regulations. Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC . © 2005-2026 Ameriprise Financial, Inc. All rights reserved. Request a complimentary initial consultation Contact Axios Private Wealth Advisors Let's meet to discuss what's most important to you. First Name Last Name Email Mobile Phone (optional) Please do not submit account or other confidential information via this form. How can we help you (optional)? Max 250 characters. At Ameriprise Financial, we’re committed to protecting your privacy and online security. To learn more, view our Privacy Notices on the Ameriprise.com Privacy, Security & Fraud Center . We will only use the information you are providing to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. Submit Share on: Email Text message   Facebook   LinkedIn X Your request has been successfully submitted. Thank you for reaching out! We will contact you to set up a complimentary initial meeting. During the initial conversation, we’ll discuss your financial goals, needs and the personalized advice I provide if you decide to work with us. Axios Private Wealth Advisors A private wealth advisory practice of Ameriprise Financial Services, LLC Your message was not sent. Return to form We look forward to helping you achieve your financial goals. Prepare for our meeting The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations. Ameriprise Financial cannot guarantee future financial results. This offer is only valid in the United States. corporate entities and important disclosures | terms of use | privacy and security center | about email fraud Users of this site agree to be bound by the terms of the Ameriprise Financial Website Rules and Regulations. Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC . © 2026 Ameriprise Financial, Inc. All rights reserved. Introduce us We appreciate the opportunity to help your friends or family members achieve their financial goals. Your friend's information All fields are required. First Name Last Name Email Confirm Email Your information All fields are required. First Name Last Name Email When you refer us, the person you refer will receive an email with a link to our website. From there, they can learn more about what it’s like to work with us and reach out for a complimentary initial consultation, if they choose. We will receive your contact’s information and may reach out to them directly. Preview the email Submit Share on: Email Text message   Facebook   LinkedIn X Your request has been successfully submitted. Thank you for referring Financial Education Videos & Downloads | Axios Private Wealth Advisors Skip to main content Learn more about personalized financial advice to help reach your financial goals at Ameriprise.com. Request consultation Axios Private Wealth Advisors A private wealth advisory practice of Ameriprise Financial Services, LLC Menu Home About Back Our profile Meet the team Visit Ameriprise.com Working together Back How to get started Our services & costs Digital tools Why choose Ameriprise Insights Back Market & economic insights Financial goals & priorities Resources Back Videos & downloads Financial calculators Contact Log In Axios Private Wealth Advisors A private wealth advisory practice of Ameriprise Financial Services, LLC Request consultation Videos and downloads Our videos chevron_left chevron_right To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video   <\/div>','id':'00000000-0000-0000-0000-000000000000','imagePath':'https:\/\/cdn.ameriprisecontent.com\/cds\/alwp\/advisor\/contentmanagervideos\/20250127-achieve-so-much-more-THUMBNAIL-min.jpg','mobileVideoUrl':'https:\/\/cdn.ameriprisecontent.com\/cds\/alwp\/advisor\/contentmanagervideos\/3qfi23bk_achieve-so-much-more-mobile.m4v','mp4VideoUrl':'https:\/\/cdn.ameriprisecontent.com\/cds\/alwp\/advisor\/contentmanagervideos\/3qfi23bk_achieve-so-much-more.m4v','smartDirectlink':'d3f73e4d-415f-49db-9b7f-7573a3a0841f','subtitlesUrl':'https:\/\/cdn.ameriprisecontent.com\/cds\/alwp\/customthumbnails\/20251222-our-goal-helping-you-achieve-yours-captions639020268267365789.vtt','title':'Our goal? Helping you achieve yours.','totalTime':'0:30','vidHash':'6ae0928b8ac27dafb5fa27676debf5dff68dea84','vidType':'Corporate','videoId':'d3f73e4d-415f-49db-9b7f-7573a3a0841f','videoUrl':'https:\/\/cdn.ameriprisecontent.com\/cds\/alwp\/advisor\/contentmanagervideos\/3qfi23bk_achieve-so-much-more.m4v'}" data-video-id="6ae0928b8ac27dafb5fa27676debf5dff68dea84" aria-label="Play video Our goal? Helping you achieve yours." href="https://cdn.ameriprisecontent.com/cds/alwp/advisor/contentmanagervideos/3qfi23bk_achieve-so-much-more.m4v">Our goal? Helping you achieve yours. Our goal? Helping you achieve yours. The goals that matter most to you matters most to your Ameriprise Financial advisor. We take the time to know you and provide personalized advice to help you reach those goals today and still feel prepared for tomorrow. For over 130 years, we’ve helped clients feel more financially confident. (0:30) Share on: Email Text message   Facebook   LinkedIn X Downloadable resources Confident Retirement conversation guide for wealth builders This interactive brochure helps clients evaluate their current financial situation and prepare for the future. Download PDF resource Connecting your business and your broader financial objectives A guide outlining seven key conversations to help small business owners align business decisions with personal financial goals. Download PDF resource Elements of an effective estate strategy Use this guide to help you navigate the important elements of an effective estate strategy. Download PDF resource Navigating your job transition This brochure provides practical guidance for individuals navigation a job transition. Download PDF resource Understanding Medicare If you’re five or more years away from retirement use this whitepaper to understand action steps that can help you achieve financial confidence. Download PDF resource Investment outlook and themes report Read this report to learn more about what the Ameriprise Investment Research Group believes could influence markets in 2026. Download PDF resource SSAnalyzer information form Use this form to provide your advisor with the data needed to analyze different Social Security claiming strategies. Download PDF resource Connect with us 650.593.9170 [email protected] Axios Private Wealth Advisors • Office locations Locations × View more location details. San Mateo 1900 O Farrell St Ste 180 San Mateo, CA 94403-1332 San Jose 1 Almaden Blvd Ste 810 San Jose, CA 95113-2215 Close The named advisory practice is not itself a separately-registered investment adviser or broker-dealer. Ameriprise Financial cannot guarantee future financial results. Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation. Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.   Ameriprise.com Corporate and important disclosures Client Relationship Summary Terms of use Privacy, security and fraud center About email fraud Do Not Sell or Share My Personal Data Site map Get the free Ameriprise App Ameriprise financial advisors are individually registered to do business only in certain U.S. states. Please refer to the advisor's personal website or to FINRA’s BrokerCheck website for additional details. Users of this site agree to be bound by the terms of the Ameriprise Financial Website Rules and Regulations. Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC . © 2005-2026 Ameriprise Financial, Inc. All rights reserved. Request a complimentary initial consultation Contact Axios Private Wealth Advisors Let's meet to discuss what's most important to you. First Name Last Name Email Mobile Phone (optional) Please do not submit account or other confidential information via this form. How can we help you (optional)? Max 250 characters. At Ameriprise Financial, we’re committed to protecting your privacy and online security. To learn more, view our Privacy Notices on the Ameriprise.com Privacy, Security & Fraud Center . We will only use the information you are providing to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. Submit Share on: Email Text message   Facebook   LinkedIn X Your request has been successfully submitted. Thank you for reaching out! We will contact you to set up a complimentary initial meeting. During the initial conversation, we’ll discuss your financial goals, needs and the personalized advice I provide if you decide to work with us. Axios Private Wealth Advisors A private wealth advisory practice of Ameriprise Financial Services, LLC Your message was not sent. Return to form We look forward to helping you achieve your financial goals. Prepare for our meeting The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations. Ameriprise Financial cannot guarantee future financial results. This offer is only valid in the United States. corporate entities and important disclosures | terms of use | privacy and security center | about email fraud Users of this site agree to be bound by the terms of the Ameriprise Financial Website Rules and Regulations. Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC . © 2026 Ameriprise Financial, Inc. All rights reserved. Introduce us We appreciate the opportunity to help your friends or family members achieve their financial goals. Your friend's inf Axios Private Wealth Advisors - San Mateo, CA: Ameriprise Skip to main content Learn more about personalized financial advice to help reach your financial goals at Ameriprise.com. Request consultation Axios Private Wealth Advisors A private wealth advisory practice of Ameriprise Financial Services, LLC Menu Home About Back Our profile Meet the team Visit Ameriprise.com Working together Back How to get started Our services & costs Digital tools Why choose Ameriprise Insights Back Market & economic insights Financial goals & priorities Resources Back Videos & downloads Financial calculators Contact Log In Achieve so much more Every day we deliver future-focused financial solutions that transform lives. Our comprehensive advice helps you focus on the big picture and turn your financial goals into reality. Axios Private Wealth Advisors A private wealth advisory practice of Ameriprise Financial Services, LLC Client satisfaction 5.0 / 5 rating based on 1 reviews See disclosures Contact 650.593.9170 [email protected] Visit Axios Private Wealth Advisors's Facebook page Request consultation Axios Private Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2026 Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure. Welcome to Axios Private Wealth... Welcome to Axios Private Wealth Advisors! We’re dedicated to helping guide you with personalized strategies and service. Explore what we have to offer and meet our team to start your journey to financial empowerment! Our team of advisors recognizes that each person’s financial journey is unique. We take the time to truly understand your goals, aspirations, and concerns. With this understanding, we offer thoughtful, knowledgeable financial planning advice tailored specifically to you. Our aim is to help you make informed decisions that support your long-term financial well-being. Learn more about how to get started . chevron_left chevron_right To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video   <i>you in mind<\/i><\/b>','totalTime':'0:30','vidHash':'3943e1cd5f9ea732c3ccbfd8b5a8694a2adb38b7','vidType':'','videoId':'b74e4a54-c220-400a-b834-34ae88835ad5','videoUrl':'https:\/\/cdn.ameriprisecontent.com\/cds\/alwp\/advisor\/contentmanagervideos\/rcpf3ykd_our-purpose.m4v'}" data-video-id="b74e4a54-c220-400a-b834-34ae88835ad5" href="https://cdn.ameriprisecontent.com/cds/alwp/advisor/contentmanagervideos/rcpf3ykd_our-purpose.m4v">Built with <b><i>you in mind</i></b> Built with you in mind For over 130 years, Ameriprise Financial has been a leader of personalized financial planning and advice. We offer a range of comprehensive solutions—from banking and investing to insurance and annuities—to help you make the most of today while planning for tomorrow. Why choose Ameriprise Featured insights Markets and economy Will inflation keep rising? What to expect in 2026 Read more Now Playing Can stocks find their footing? 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. (9:59) Share on: Email Text message   Facebook   LinkedIn X Markets and economy Can stocks find their footing? Play video Markets and economy What to expect from markets during a midterm election year Read more   close To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video Connect with us 650.593.9170 [email protected] Axios Private Wealth Advisors • Office locations Locations × View more location details. San Mateo 1900 O Farrell St Ste 180 San Mateo, CA 94403-1332 San Jose 1 Almaden Blvd Ste 810 San Jose, CA 95113-2215 Close Ameriprise created the Client Experience Survey to give clients an opportunity to rate their satisfaction with their assigned financial advisor using a scale of 1 to 5. Each client has an opportunity to access the Ameriprise Secure Client Site and provide a rating. The client satisfaction score is an average of client responses for that advisor within a rolling 24-month period and is updated daily. There is no minimum number of responses required for an advisor to receive a rating, and advisors may have received unfavorable ratings. Client experiences may vary, and working with any Ameriprise advisor is not a guarantee of future financial results. Investors should not consider the Client Experience Survey score a substitute for their own research and evaluation of an advisor’s qualifications. Forbes rankings are developed by SHOOK Research and are created using an algorithm that includes both qualitative (in-person, virtual and telephone due diligence meetings; client impact; industry experience; review of best practices and compliance records; and firm nominations) and quantitative (assets under management and revenue generated for their firms) data. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Certain awards include a demographic component to qualify. These rankings for each applicable year are based on the opinions of SHOOK Research, LLC, are not indicative of future performance or representative of any one client’s experience and are based on data from the previous two calendar years. Forbes magazine and SHOOK Research do not receive compensation in exchange for placement on the ranking or its use. For more information: www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC. Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media. The named advisory practice is not itself a separately-registered investment adviser or broker-dealer. Ameriprise Financial cannot guarantee future financial results. Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation. Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.   Ameriprise.com Corporate and important disclosures Client Relationship Summary Terms of use Privacy, security and fraud center About email fraud Do Not Sell or Share My Personal Data Site map Get the free Ameriprise App Ameriprise financial advisors are individually registered to do business only in certain U.S. states. Please refer to the advisor's personal website or to FINRA’s BrokerCheck website for additional details. Users of this site agree to be bound by the terms of the Ameriprise Financial Website Rules and Regulations. Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC . © 2005-2026 Ameriprise Financial, Inc. All rights reserved. Request a complimentary initial consultation Contact Axios Private Wealth Advisors Let's meet to discuss what's most important to you. First Name Last Name Email Mobile Phone (optional) Please do not submit account or other confidential information via this form. How can we help you (optional)? Max 250 characters. At Ameriprise Financial, we’re committed to protecting your privacy and online security. To learn more, view our Privacy Notices on the Ameriprise.com Privacy, Security & Fraud Ce Stock Market & Economic Insights – Axios Private Wealth Advisors Skip to main content Learn more about personalized financial advice to help reach your financial goals at Ameriprise.com. Request consultation Axios Private Wealth Advisors A private wealth advisory practice of Ameriprise Financial Services, LLC Menu Home About Back Our profile Meet the team Visit Ameriprise.com Working together Back How to get started Our services & costs Digital tools Why choose Ameriprise Insights Back Market & economic insights Financial goals & priorities Resources Back Videos & downloads Financial calculators Contact Log In Axios Private Wealth Advisors A private wealth advisory practice of Ameriprise Financial Services, LLC Request consultation Markets and economic insights Stay informed on the markets, economy, and investing landscape with expert research and analysis from Ameriprise Financial. Now Playing   Can stocks find their footing? Can stocks find their footing? 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. (9:59) Share on: Email Text message   Facebook   LinkedIn X April 15, 2026 What to expect from markets during a midterm election year April 01, 2026 Anthony Saglimbene, Chief Market Strategist – Ameriprise Financial Will inflation keep rising? What to expect in 2026 April 20, 2026 Russell Price, Chief Economist – Ameriprise Financial What human behavior may tell us about future stock returns April 20, 2026 Robert M. Almeida, Portfolio Manager and Global Investment Strategist – MFS Investment Management U.S.-Iran conflict: A guide for investors March 12, 2026 Anthony Saglimbene, Chief Market Strategist – Ameriprise Financial   close To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video Market and economic videos Now Playing   <\/div>','id':'00000000-0000-0000-0000-000000000000','imagePath':'https:\/\/cdn.ameriprisecontent.com\/cds\/alwp\/customthumbnails\/26-074-m-e-irg-video-thumbnail-april-1920x1080639118813842986928.jpg','mobileVideoUrl':'https:\/\/cdn.ameriprisecontent.com\/cds\/alwp\/advisor\/contentmanagervideos\/4wmul3x0_2026aprilirgpanelfull041426c.m4v','mp4VideoUrl':'https:\/\/cdn.ameriprisecontent.com\/cds\/alwp\/advisor\/contentmanagervideos\/4wmul3x0_2026aprilirgpanelfull041426c.m4v','smartDirectlink':'8d2c4e3c-044a-411a-8c30-733624f3ee4f','subtitlesUrl':'https:\/\/cdn.ameriprisecontent.com\/cds\/alwp\/customthumbnails\/2026-april-irg-panel-full-041426c639118813885452525.vtt','title':'Can stocks find their footing?','totalTime':'9:59','vidHash':'bc61712beefe2228f011da1b27f4b6d0fac0f964','vidType':'','videoId':'8d2c4e3c-044a-411a-8c30-733624f3ee4f','videoUrl':'https:\/\/cdn.ameriprisecontent.com\/cds\/alwp\/advisor\/contentmanagervideos\/4wmul3x0_2026aprilirgpanelfull041426c.m4v'}" data-video-id="bc61712beefe2228f011da1b27f4b6d0fac0f964" aria-label="Play video Can stocks find their footing?" href="https://cdn.ameriprisecontent.com/cds/alwp/advisor/contentmanagervideos/4wmul3x0_2026aprilirgpanelfull041426c.m4v">Can stocks find their footing? Can stocks find their footing? 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. (9:59) Share on: Email Text message   Facebook   LinkedIn X Now Playing   <\/div>','id':'00000000-0000-0000-0000-000000000000','imagePath':'https:\/\/cdn.ameriprisecontent.com\/cds\/alwp\/customthumbnails\/26-055-m-e-irg-video-thumbnails-march-1920x1080639105634898363992.jpg','mobileVideoUrl':'https:\/\/cdn.ameriprisecontent.com\/cds\/alwp\/advisor\/contentmanagervideos\/oyeud4wx_2026marchirgfocusfull0310261.m4v','mp4VideoUrl':'https:\/\/cdn.ameriprisecontent.com\/cds\/alwp\/advisor\/contentmanagervideos\/oyeud4wx_2026marchirgfocusfull0310261.m4v','smartDirectlink':'4596254b-0b15-44af-9adf-214ed4d1fb84','subtitlesUrl':'https:\/\/cdn.ameriprisecontent.com\/cds\/alwp\/customthumbnails\/2026-march-irg-focus-full639105634911150768.vtt','title':'What the midterms could mean for markets','totalTime':'3:47','vidHash':'72f0bf428fc8f01a113b51baffc575a2facbae42','vidType':'','videoId':'4596254b-0b15-44af-9adf-214ed4d1fb84','videoUrl':'https:\/\/cdn.ameriprisecontent.com\/cds\/alwp\/advisor\/contentmanagervideos\/oyeud4wx_2026marchirgfocusfull0310261.m4v'}" data-video-id="72f0bf428fc8f01a113b51baffc575a2facbae42" aria-label="Play video What the midterms could mean for markets" href="https://cdn.ameriprisecontent.com/cds/alwp/advisor/contentmanagervideos/oyeud4wx_2026marchirgfocusfull0310261.m4v">What the midterms could mean for markets What the midterms could mean for markets 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. (3:47) Share on: Email Text message   Facebook   LinkedIn X Now Playing   When you work with Ameriprise, you and your advisor are backed by the Ameriprise Investment Research Group – a team of professionals that carefully watches market conditions, evaluates the impact to investments and provides guidance as developments occur.<\/p>','disclosure':'<div class=\'iframe-placeholder\'><\/div>','id':'00000000-0000-0000-0000-000000000000','imagePath':'https:\/\/cdn.ameriprisecontent.com\/cds\/alwp\/customthumbnails\/20201216-two-minutes-ameriprise-investment-research-group-thumbnail637437300525681905.jpg','mobileVideoUrl':'https:\/\/cdn.ameriprisecontent.com\/cds\/alwp\/advisor\/contentmanagervideos\/2llwg2eh_two-minutes-on-the-ameriprise-investment-research-group-irg.m4v','mp4VideoUrl':'https:\/\/cdn.ameriprisecontent.com\/cds\/alwp\/advisor\/contentmanagervideos\/2llwg2eh_two-minutes-on-the-ameriprise-investment-research-group-irg.m4v','smartDirectlink':'e7f798d6-559c-48f6-bb9c-107b04ecc9a1','subtitlesUrl':'https:\/\/cdn.ameriprisecontent.com\/cds\/alwp\/customthumbnails\/two-minutes-on-the-investment-research-group-video-final-mn-04-24-25-en-us638814557200213304.vtt','title':'Two Minutes on the Ameriprise Investment Research Group (IRG)','totalTime':'2:00','vidHash':'725651839f1a21b363fc98f91bb4e5571ab1ab31','vidType':'','videoId':'e7f798d6-559c-48f6-bb9c-107b04ecc9a1','videoUrl':'https:\/\/cdn.ameriprisecontent.com\/cds\/alwp\/advisor\/contentmanagervideos\/2llwg2eh_two-minutes-on-the-ameriprise-investment-research-group-irg.m4v'}" data-video-id="725651839f1a21b363fc98f91bb4e5571ab1ab31" aria-label="Play video Two Minutes on the Ameriprise Investment Research Group (IRG)" href="https://cdn.ameriprisecontent.com/cds/alwp/advisor/contentmanagervideos/2llwg2eh_two-minutes-on-the-ameriprise-investment-research-group-irg.m4v">Two Minutes on the Ameriprise Investment Research Group (IRG) Two Minutes on the Ameriprise Investment Research Group (IRG) When you work with Ameriprise, you and your advisor are backed by the Ameri Axios Private Wealth Advisors Team Profile | Ameriprise Financial Skip to main content Learn more about personalized financial advice to help reach your financial goals at Ameriprise.com. Request consultation Axios Private Wealth Advisors A private wealth advisory practice of Ameriprise Financial Services, LLC Menu Home About Back Our profile Meet the team Visit Ameriprise.com Working together Back How to get started Our services & costs Digital tools Why choose Ameriprise Insights Back Market & economic insights Financial goals & priorities Resources Back Videos & downloads Financial calculators Contact Log In Axios Private Wealth Advisors A private wealth advisory practice of Ameriprise Financial Services, LLC Request consultation Our profile Our Mission At A xios Private Wealth Advisors, we strive to be the most respected and sought after financial planning practice, by providing tailored strategies through thoughtful and prudent solutions. We are dedicated to delivering value by crafting personalized financial strategies tailored to each client’s unique goals and needs. Areas of focus Wealth Preservation Strategies Estate Planning Strategies Family Finances Investments Retirement Planning Strategies Domestic Partner Planning Tax Planning Strategies Awards & recognition George Papadoyannis, Barron's Top 1,500 Financial Advisors, 2026 George Papadoyannis, Forbes Best-in-State Wealth Advisors, 2018-2026 George Papadoyannis, Forbes Top 250 Wealth Advisors, 2026 George Papadoyannis, Barron's Top 1,200 Financial Advisors, 2018-2025 Axios Private Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2023-2026 George Papadoyannis, Ameriprise Circle of Success, 2000-2024 George Papadoyannis, AdvisorHub Advisors to Watch (over $1Bil), 2024 Axios Private Wealth Advisors, Barron's Top 100 Private Wealth Management Teams, 2022 & 2023 Axios Private Wealth Advisors, Forbes Top Wealth Management Teams: High Net Worth, 2022 Axios Private Wealth Advisors Community participation Second Harvest of Silicon Valley Honored to be recognized in Forbes All of us at AXIOS Private Wealth Advisors are proud to share that our team has been included on the 2026 Forbes Best-in-State Wealth Management Teams list. This list recognizes teams who excel at helping clients focus on their long-term financial goals – And we’re proud to say that is our No. 1 priority. Thank you to our clients for your loyalty and for the opportunity to continue to serve you. Our photos 3 albums close Previous Album Next Album MegaBranch Kickoff Events Out in the Community Team Photos Connect with us 650.593.9170 [email protected] Axios Private Wealth Advisors • Office locations Locations × View more location details. San Mateo 1900 O Farrell St Ste 180 San Mateo, CA 94403-1332 San Jose 1 Almaden Blvd Ste 810 San Jose, CA 95113-2215 Close Barron’s generates its rankings from a formulaic analysis of surveys answered by candidates regarding assets, revenue, and quality of practice, including an advisor’s regulatory and compliance record. Certain awards include a demographic component to qualify. This award for each applicable year is based on data from the previous two calendar years and is not indicative of this advisor’s/team’s future performance. Neither Ameriprise Financial nor its advisors pay a fee to Barron’s in exchange for the ranking or its use. Ameriprise Financial and/or its financial advisors can pay Barron’s for additional advertising-related materials. Barron’s is a registered trademark of Dow Jones, L.P.; all rights reserved. Forbes rankings are developed by SHOOK Research and are created using an algorithm that includes both qualitative (in-person, virtual and telephone due diligence meetings; client impact; industry experience; review of best practices and compliance records; and firm nominations) and quantitative (assets under management and revenue generated for their firms) data. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Certain awards include a demographic component to qualify. These rankings for each applicable year are based on the opinions of SHOOK Research, LLC, are not indicative of future performance or representative of any one client’s experience and are based on data from the previous two calendar years. Neither Ameriprise Financial nor its financial advisors pay a fee in exchange for these rankings or their use. Ameriprise Financial and/or its financial advisors can pay Forbes/SHOOK Research for additional advertising-related materials. For more information: www.SHOOKresearch.com . SHOOK is a registered trademark of SHOOK Research, LLC. Barron’s generates its rankings from a formulaic analysis of surveys answered by candidates regarding assets, revenue, and quality of practice, including an advisor’s regulatory and compliance record. Certain awards include a demographic component to qualify. This award for each applicable year is based on data from the previous two calendar years and is not indicative of this advisor’s/team’s future performance. Neither Ameriprise Financial nor its advisors pay a fee to Barron’s in exchange for the ranking or its use. Barron’s is a registered trademark of Dow Jones, L.P.; all rights reserved. The AdvisorHub Advisors to Watch lists are generated using a combination of (i) an advisor’s scale as a function of assets, production, number of households and team size; (ii) year-over-year growth in assets; and (iii) professionalism, which includes regulatory record, community involvement and team makeup. The number of advisors placed on each list can vary from year to year. Certain awards include a demographic component to qualify. These awards for each applicable year are based on data from the previous two calendar years and are not indicative of this advisor’s/team’s future performance. Neither Ameriprise Financial nor its advisors pay a fee to AdvisorHub in exchange for the ranking or its use. Barron’s generates its rankings from a formulaic analysis of surveys answered by candidates regarding assets, revenue, and quality of practice, including an advisor’s regulatory and compliance record. Barron’s is a registered trademark of Dow Jones, L.P.; all rights reserved. This award for each applicable year is based on data from the previous two calendar years and is not indicative of this team’s future performance. Neither Ameriprise Financial nor its advisors pay a fee to Barron’s in exchange for the ranking or its use. Any client featured on this page is a brokerage customer of Ameriprise Financial Services, LLC, a registered broker-dealer. No depiction of or reference to a client is intended as an advertisement of investment advisory services. Each client experience is unique, so one client’s success does not guarantee success for any future client. This information is provided by third parties and has been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Ameriprise Financial. It is given as a general source of information and is not a solicitation to buy or sell any securities, accounts or strategies mentioned. The information is not intended to be used as the primary basis for investment decisions, nor should it be construed as a recommendation or advice designed to meet the particular needs of an individual investor. Please seek the advice of a financial advisor regarding your particular financial situation. The named advisory practice is not itself a separately-registered investment adviser or broker-dealer. Ameriprise Financial cannot guarantee future financial results. Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation. Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligati Why Work with Axios Private Wealth Advisors - Ameriprise Financial Skip to main content Learn more about personalized financial advice to help reach your financial goals at Ameriprise.com. Request consultation Axios Private Wealth Advisors A private wealth advisory practice of Ameriprise Financial Services, LLC Menu Home About Back Our profile Meet the team Visit Ameriprise.com Working together Back How to get started Our services & costs Digital tools Why choose Ameriprise Insights Back Market & economic insights Financial goals & priorities Resources Back Videos & downloads Financial calculators Contact Log In Axios Private Wealth Advisors A private wealth advisory practice of Ameriprise Financial Services, LLC Request consultation Why choose Ameriprise? For over 130 years, Ameriprise Financial has been a longstanding leader in financial planning and advice to help our clients achieve their short-term and long-term goals. More than 9 out of 10 clients are likely to recommend the advice experience to friends or family. 1 What makes Ameriprise different? Financial planners in the industry generally offer investment management, but not all investment managers offer a comprehensive approach to financial advice. At Ameriprise, you’ll receive one-to-one personalized advice based on your individual goals and needs. Through personalized advice and our digital tools, we can help you define your goals, see your progress, review your investments and plan for the expected and unexpected. Achieve your goals 97% of clients say they feel like their advisor cares about their ability to achieve goals. 1 Experience satisfaction Clients rate Ameriprise advisors 4.9 out of 5 in overall satisfaction. 2 Prepare for your financial future 96% say they were highly satisfied with outcome of experience with financial advisor. 1 Top ratings in the investment industry When it comes to earning your trust and meeting your needs, Ameriprise is proud to be recognized for outstanding service and commitment to our clients: Earned a 2025 Hearts & Wallets Top Performer™ recognition in “Understands me and shares my values” — the seventh time Ameriprise has earned this recognition. 3 Recognized by J.D. Power for providing "an outstanding customer service experience" for phone support for advisors and clients. 4 Recognized by Newsweek as one of America’s Greatest Companies for 2025 7 Named one of TIME’s America’s Most Iconic Companies of 2026 8 Named one of America’s Best Companies 2026 by Forbes 5 Recognized on Newsweek's 2026 America's Best Customer Service list 6 Products and services for your needs As a client, you’ll have access to a wide selection of products and services from Ameriprise and other companies including investment products , insurance , brokerage services and other solutions to help you meet your needs for education savings , protection, estate planning , retirement and more. Take the first step toward a more confident financial future If you're interested in learning more about how we can help you reach financial goals, schedule a complimentary initial consultation. Even if you're already working with another firm, we can give you a new perspective and answer your unaddressed questions. Get started with personalized advice Connect with us 650.593.9170 [email protected] Axios Private Wealth Advisors • Office locations Locations × View more location details. San Mateo 1900 O Farrell St Ste 180 San Mateo, CA 94403-1332 San Jose 1 Almaden Blvd Ste 810 San Jose, CA 95113-2215 Close 1 Ameriprise Financial Goal-Based Advice Survey. Results from July 2020 through June 2025, reflecting 13,105 client responses. The percentages cited reflect those who agree or strongly agree with each statement (on a 5-point scale). Clients may complete a survey via the secure site after their goals are published online. 2 Ameriprise created the Client Experience Survey to give clients an opportunity to rate their satisfaction with their assigned financial advisor or advisor team using a scale of 1 to 5. Clients of financial advisors in the Ameriprise Franchise Group, Ameriprise Advisor Group, and the Ameriprise Financial Institutions Group have an opportunity to access the Ameriprise Secure Client Site and provide a rating. This client satisfaction score is a national average of client responses for all advisors and teams within a rolling 24-month period as of 12/31/2025. Client experiences may vary, and working with any Ameriprise advisor or team is not a guarantee of future financial results. Investors should not consider the Client Experience Survey score a substitute for their own research and evaluation of an advisor’s or team’s qualifications. 3 2025 Wants & Pricing Report from the Hearts & Wallets Investor Quantitative™ Database. Between July 17 – August 9, 2024, 5,989 respondents provided 18,066 sets of ratings for their financial services providers in various areas on a scale of 0 (not at all satisfied) to 10 (extremely satisfied). The report designates Top Performers in areas where customer ratings are distinctively higher than the national average – meaning ratings exceeded the average by more than 20% or at least 120 points on an index. There may be multiple Top Performers or none, and Top Performers are not ranked. These results are not indicative of future performance or representative of any one client's experience. Ameriprise has earned a Top Performer recognition in “Understands me and shares my values” seven times based on data from 2016-2019 and 2022-2024. Ameriprise did not pay a fee to be evaluated in the study but did pay a fee to Hearts & Wallets cite the results. 4 J.D. Power 2025 Certified Customer Service ProgramSM recognition is based on successful completion of an operational evaluation and exceeding a customer satisfaction benchmark through a survey of recent servicing interactions. J.D. Power certified Ameriprise customer satisfaction performance for advisors and clients in these factors: satisfaction with the IVR routing process, and the customer service representative which includes knowledge, courtesy, concern, promptness in getting to a representative, and timeliness of resolution in addition to overall satisfaction. Ameriprise paid a fee to J.D. Power to have their advisor and client support experience independently certified through this program and cite the results. Ameriprise’s public use of the certification is subject to a license fee. For more information, visit www.jdpower.com/awards . 5 Forbes recognized America's Best Companies based on an evaluation of U.S. headquartered companies across 11 categories: employee and customer sentiment, financial performance, business trajectory, cybersecurity, media sentiment, workforce diversity, sustainability, workforce stability and company size. The top 500 companies were included in the final list. Ameriprise did not pay a fee to be evaluated, but did pay a fee to publicly cite the results. Find more information at https://www.forbes.com/lists/best-companies/ . 6 Newsweek partnered with Statista to create the America’s Best Customer Service list, created based on an independent survey of over 200,000 customer evaluations. Participants included individuals who had made purchases, used services, or researched products and services within the past three years. Final rankings were determined by two components: Likelihood of Recommendation (50% of the final score) and five evaluation criteria (50%): Quality of Communication, Professional Competence, Range of Services, Customer Focus, and Accessibility. The final ranking reflects the period of June to July 2025. Ameriprise did not pay a fee to be evaluated, but did pay a fee to publicly cite the results. Ameriprise was ranked within the “Services: Real Estate & Banking” category, “Asset Management” sub-category. Find more information at https://rankings.newsweek.com/americas-best-customer-service-2026 . 7 Newsweek partnered with San Mateo, CA financial advice topics | Axios Private Wealth Advisors Skip to main content Learn more about personalized financial advice to help reach your financial goals at Ameriprise.com. Request consultation Axios Private Wealth Advisors A private wealth advisory practice of Ameriprise Financial Services, LLC Menu Home About Back Our profile Meet the team Visit Ameriprise.com Working together Back How to get started Our services & costs Digital tools Why choose Ameriprise Insights Back Market & economic insights Financial goals & priorities Resources Back Videos & downloads Financial calculators Contact Log In Axios Private Wealth Advisors A private wealth advisory practice of Ameriprise Financial Services, LLC Request consultation Financial goals and priorities No matter what your financial goals entail, we'll provide personalized financial advice to help you prepare. Explore information and insights on your top financial priorities. 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Read more 5 actions to consider before the April 15 tax deadline Taxes Minimize stress during the tax filing season with this checklist. Read more Protecting your privacy and security Personal finance Learn about common types of fraud, how to protect yourself, and how we can work together safely and securely. Read more Strategies for unique estate planning situations Family and estate Whether you have a blended family or a loved one with special needs, understand your options if you have more complex estate considerations. Read more Financial considerations to make when starting a business Personal finance Starting a business? Keep these financial implications in mind so you can prepare accordingly. Read more Advanced estate planning: Strategies to help reduce the taxable value of your estate Family and estate Learn the top strategies to help reduce the taxable value of your estate so you can leave more behind for the people and causes you care about. Read more Capital gains taxes on assets and investments, explained Taxes Effectively manage the impact of capital gains taxes so you can potentially keep more of your investment returns. Read more 3 tips to successfully passing on real estate to heirs Family and estate Take proactive steps today to help ensure your legacy is carried out as you wish. Read more Giving while living: Make lifetime gifting a part of your estate plan Family and estate Mitigate taxes and benefit your loved ones with a lifetime gifting strategy. Read more 11 tax deductions and credits to know Taxes Reduce your tax liability by taking advantage of the different tax credits and deductions that may be available to you. Read more The triple tax benefits of health savings accounts Health and insurance Make the tax benefits of an HSA work for you now and in retirement. Read more Addressing health care concerns in your estate plan Family and estate Help protect your medical wishes and your assets in the event of declining health with these estate planning steps. Read more Use your tax refund to help reach your financial goals Taxes Consider these 7 ways to make your tax refund work for you. Read more Financial steps to buying a house Personal finance These financial steps to buying a house detail essential information for the home buying process. Read more Required minimum distributions (RMDs) Retirement What is an RMD? How do I determine my RMD amount? What is my RMD age? Get answers to these FAQs about RMDs. Read more What is a Roth IRA conversion and how does it work? Retirement Get the facts on this strategy and how it can potentially help you save on taxes in retirement. Read more What is net unrealized appreciation? NUA tax treatments Retirement If your 401(k) holds highly appreciated company stock, consider whether this little-known tax treatment can help lower your taxes. Read more Key retirement milestone ages to track Retirement Be aware of financially significant birthdays that may impact your retirement strategy. Read more Should I sell my house? 3 key financial considerations Personal finance Deciding whether to sell your house is a big decision. Request a complimentary consultation with George Papadoyannis | Ameriprise Financial Skip to main content Learn more about personalized financial advice to help reach your financial goals at Ameriprise.com. Axios Private Wealth Advisors A private wealth advisory practice of Ameriprise Financial Services, LLC Menu Home About Back Our profile Meet the team Visit Ameriprise.com Working together Back How to get started Our services & costs Digital tools Why choose Ameriprise Insights Back Market & economic insights Financial goals & priorities Resources Back Videos & downloads Financial calculators Contact Log In Axios Private Wealth Advisors A private wealth advisory practice of Ameriprise Financial Services, LLC Meet the team George Papadoyannis MBA, CFP ® Private Wealth Advisor Axios Private Wealth Advisors Visit George Papadoyannis's website An Ameriprise Private Wealth Advisor 35 Years of Experience This number may include years as a financial advisor, and/or experience as a registered representative. Client Satisfaction 5.0 / 5 rating based on 70 reviews See disclosures EMAIL [email protected] PHONE 650.593.9170 BUSINESS MOBILE 650.590.8873 Visit Axios Private Wealth Advisors's Facebook page Visit Axios Private Wealth Advisors's LinkedIn page Schedule a meeting Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure. Areas of focus Wealth Preservation Strategies Estate Planning Strategies Retirement Planning Strategies Financial Planning for Small Business Charitable Giving Strategies Saving for Education Qualifications CFP ® or CERTIFIED FINANCIAL PLANNER ® certification Certified Financial Planner, CFP ® Masters of Business Administration Chairman's Advisor Council Private Wealth Advisory Practice Qualifications × AAMS ® Accredited Asset Management Specialist™ The AAMS ® certification requires abiding by a code of ethics and successfully completing coursework that addresses the needs of individuals by applying investment concepts to real-world situations of asset management. Candidates must pass a certification examination covering the following topics: asset allocation, investment strategies, estate planning, investment opportunities for retirees and small business owners, and insurance products. ADPA ® Accredited Domestic Partnership Advisor™ Individuals who hold the ADPA ® designation have completed a course of study encompassing wealth transfers, federal taxation, retirement planning, and planning for financial and medical end-of-life needs for domestic partners. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations. AEP ® Accredited Estate Planner ® The AEP ® designation is awarded by the National Association of Estate Planners & Councils to estate planners who have completed two graduate-level courses administered by The American College, meet specific professional requirements and who practice as one of the following: attorney, CPA, trust officer, CLU ® , CFP ® certificant or ChFC ® . AIF ® Accredited Investment Fiduciary ® The Accredited Investment Fiduciary ® (AIF ® ) designation is awarded to professionals who have demonstrated a comprehensive knowledge of fiduciary practices. AIF ® designees must complete training and annual continuing professional education requirements and attest to a code of ethics. APMA ® Accredited Portfolio Management Advisor™ Individuals who hold the APMA ® designation have completed a course of study encompassing client assessment and suitability, risk/return, investment objectives, bond and equity portfolios, modern portfolio theory and investor psychology. AWMA ® Accredited Wealth Management Advisor™ The AWMA ® certification requires abiding by a code of ethics and passing a certification examination covering coursework that addresses the asset management needs of individuals. The coursework provides candidates with advanced knowledge in asset management, allocation and selection, investment performance and strategies for retirees and small business owners, estate planning, income tax and benefits planning, and risk management and investment issues for high net worth clients. BFA™ Behavioral Financial Advisor A Behavioral Financial Advisor certification trains, develops and improves competencies necessary to help financial professionals and clients make better decisions throughout the financial planning process. The course work includes topics such as self awareness, effective decision-making, effective self-management, and relationship effectiveness. CAP ® Chartered Advisor in Philanthropy ® The Chartered Advisor in Philanthropy ® (CAP ® ) provides students with the knowledge and tools needed to help clients articulate and advance their highest aspirations for self, family, and society. CAS ® Certified Annuity Specialist ® A certification indicating expertise and commitment to fixed-rate and variable annuities. Individuals with the CAS ® designation offer clients expert advice regarding investment opportunities in annuities. CASL ® Chartered Advisor for Senior Living ® The CASL ® credential provides advisors with in-depth training on issues impacting seniors and those planning for retirement. CDFA ® Certified Divorce Financial Analyst A Certified Divorce Financial Analyst is a member of the Institute for Divorce Financial Analysts who specializes in the financial issues surrounding divorce. CEP ® Certified Estate Planner™ Certified Estate Planners™ are proud to lead the way in the education and support of financial, legal and tax professionals who desire to take their practice into the comprehensive and demanding field of Estate Planning. CEPA ® Certified Exit Planning Advisor ® The Certified Exit Planning Advisor ® Program is a five-day executive MBA-style curriculum and examination program held by the Exit Planning Institute that trains and certifies qualified professional advisors in the field of exit planning. Exit planning is the preparation for the exit of an entrepreneur from their company to maximize the enterprise value of the company. CFA ® Chartered Financial Analyst ® Holders of the Chartered Financial Analyst ® designation are securities analysts, money managers and investment advisors who have completed the CFA program, a graduate-level, self-study curriculum and examination program for investment professionals that covers a broad range of investment topics. CFP ® or CERTIFIED FINANCIAL PLANNER ® certification The CERTIFIED FINANCIAL PLANNER ® certification is recognized as a standard of excellence for personal financial planning. CFP ® certification requires meeting experience and ethics requirements, successfully completing financial planning course work and passing the certification examination covering the following topics: financial planning principles, employee benefits planning, investment planning, income tax planning, and retirement and estate planning. CFS ® Certified Fund Specialist A Certified Fund Specialist has completed advanced studies in mutual funds, including modern portfolio theory to help them understand how to analyze and construct efficient portfolios containing mutual funds and other investment vehicles. Advisors who hold this designation have advanced knowledge of mutual funds, having passed an examination covering the following areas: dollar-cost averaging, risk management, asset allocation and modern portfolio theory. ChFC ® Chartered Financial Consultant ® The Chartered Financial Consultant ® designation is one of the most robust and respected credentials for financial planning profession George Papadoyannis, Private Wealth Advisor in San Mateo, CA Skip to main content Learn more about personalized financial advice to help reach your financial goals at Ameriprise.com. Request consultation George Papadoyannis Private Wealth Advisor Menu Home About Back My profile Meet the team Visit Ameriprise.com Working together Back How to get started My services & costs Digital tools Why choose Ameriprise Insights Back Market & economic insights Financial goals & priorities Resources Back Videos & downloads Financial calculators Contact Log In Achieve so much more Every day I deliver future-focused financial solutions that transform lives. My comprehensive advice helps you focus on the big picture and turn your financial goals into reality. An Ameriprise Private Wealth Advisor George Papadoyannis MBA, CFP ® Qualifications × AAMS ® Accredited Asset Management Specialist™ The AAMS ® certification requires abiding by a code of ethics and successfully completing coursework that addresses the needs of individuals by applying investment concepts to real-world situations of asset management. Candidates must pass a certification examination covering the following topics: asset allocation, investment strategies, estate planning, investment opportunities for retirees and small business owners, and insurance products. ADPA ® Accredited Domestic Partnership Advisor™ Individuals who hold the ADPA ® designation have completed a course of study encompassing wealth transfers, federal taxation, retirement planning, and planning for financial and medical end-of-life needs for domestic partners. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations. AEP ® Accredited Estate Planner ® The AEP ® designation is awarded by the National Association of Estate Planners & Councils to estate planners who have completed two graduate-level courses administered by The American College, meet specific professional requirements and who practice as one of the following: attorney, CPA, trust officer, CLU ® , CFP ® certificant or ChFC ® . AIF ® Accredited Investment Fiduciary ® The Accredited Investment Fiduciary ® (AIF ® ) designation is awarded to professionals who have demonstrated a comprehensive knowledge of fiduciary practices. AIF ® designees must complete training and annual continuing professional education requirements and attest to a code of ethics. APMA ® Accredited Portfolio Management Advisor™ Individuals who hold the APMA ® designation have completed a course of study encompassing client assessment and suitability, risk/return, investment objectives, bond and equity portfolios, modern portfolio theory and investor psychology. AWMA ® Accredited Wealth Management Advisor™ The AWMA ® certification requires abiding by a code of ethics and passing a certification examination covering coursework that addresses the asset management needs of individuals. The coursework provides candidates with advanced knowledge in asset management, allocation and selection, investment performance and strategies for retirees and small business owners, estate planning, income tax and benefits planning, and risk management and investment issues for high net worth clients. BFA™ Behavioral Financial Advisor A Behavioral Financial Advisor certification trains, develops and improves competencies necessary to help financial professionals and clients make better decisions throughout the financial planning process. The course work includes topics such as self awareness, effective decision-making, effective self-management, and relationship effectiveness. CAP ® Chartered Advisor in Philanthropy ® The Chartered Advisor in Philanthropy ® (CAP ® ) provides students with the knowledge and tools needed to help clients articulate and advance their highest aspirations for self, family, and society. CAS ® Certified Annuity Specialist ® A certification indicating expertise and commitment to fixed-rate and variable annuities. Individuals with the CAS ® designation offer clients expert advice regarding investment opportunities in annuities. CASL ® Chartered Advisor for Senior Living ® The CASL ® credential provides advisors with in-depth training on issues impacting seniors and those planning for retirement. CDFA ® Certified Divorce Financial Analyst A Certified Divorce Financial Analyst is a member of the Institute for Divorce Financial Analysts who specializes in the financial issues surrounding divorce. CEP ® Certified Estate Planner™ Certified Estate Planners™ are proud to lead the way in the education and support of financial, legal and tax professionals who desire to take their practice into the comprehensive and demanding field of Estate Planning. CEPA ® Certified Exit Planning Advisor ® The Certified Exit Planning Advisor ® Program is a five-day executive MBA-style curriculum and examination program held by the Exit Planning Institute that trains and certifies qualified professional advisors in the field of exit planning. Exit planning is the preparation for the exit of an entrepreneur from their company to maximize the enterprise value of the company. CFA ® Chartered Financial Analyst ® Holders of the Chartered Financial Analyst ® designation are securities analysts, money managers and investment advisors who have completed the CFA program, a graduate-level, self-study curriculum and examination program for investment professionals that covers a broad range of investment topics. CFP ® or CERTIFIED FINANCIAL PLANNER ® certification The CERTIFIED FINANCIAL PLANNER ® certification is recognized as a standard of excellence for personal financial planning. CFP ® certification requires meeting experience and ethics requirements, successfully completing financial planning course work and passing the certification examination covering the following topics: financial planning principles, employee benefits planning, investment planning, income tax planning, and retirement and estate planning. CFS ® Certified Fund Specialist A Certified Fund Specialist has completed advanced studies in mutual funds, including modern portfolio theory to help them understand how to analyze and construct efficient portfolios containing mutual funds and other investment vehicles. Advisors who hold this designation have advanced knowledge of mutual funds, having passed an examination covering the following areas: dollar-cost averaging, risk management, asset allocation and modern portfolio theory. ChFC ® Chartered Financial Consultant ® The Chartered Financial Consultant ® designation is one of the most robust and respected credentials for financial planning professionals. To earn the Chartered Financial Consultant designation, advisors must complete experience and ethics requirements. ChSNC ® Chartered Special Needs Consultant ® Offered by the American College advisors who hold the Chartered Special Needs Consultant go through a rigorous program that is designed to help advisors manage the emotional and financial complexities of planning for families that have children with special needs. CIMA ® Certified Investment Management Analyst ® The Certified Investment Management Analyst ® designation identifies professionals with years of experience and hard-earned, in-depth management capabilities who have completed extensive course work and passed a rigorous exam. CIMA ® certification requires meeting experience and ethics requirements, successfully completing financial planning course work and passing the certification examination covering the following areas: asset allocation, due diligence, risk measurement, investment policy and performance measurement. CKA ® Ce Axios Private Wealth Advisors Digital financial tools | San Mateo, CA Skip to main content Learn more about personalized financial advice to help reach your financial goals at Ameriprise.com. Request consultation Axios Private Wealth Advisors A private wealth advisory practice of Ameriprise Financial Services, LLC Menu Home About Back Our profile Meet the team Visit Ameriprise.com Working together Back How to get started Our services & costs Digital tools Why choose Ameriprise Insights Back Market & economic insights Financial goals & priorities Resources Back Videos & downloads Financial calculators Contact Log In Axios Private Wealth Advisors A private wealth advisory practice of Ameriprise Financial Services, LLC Request consultation Stay connected with digital tools See your financial life at a glance Through personalized advice and Ameriprise digital tools, we can help you define your goals, see your progress, review your investments and plan for the expected and unexpected. Make the most of your online access The secure site offers a consolidated and secure view of your Ameriprise ® accounts. You'll have access to online trading, including convenient market data snapshots, expert research, quotes and company information. Alerts and watchlists enable you to track your portfolio and other securities. Track your progress See more with OmniView Manage your money After we work together to establish your financial goals, you'll be able to track your progress anytime online. View all your accounts—including those from other financial institutions—in one secure place, giving you a more complete look at your goals and your financial life. View your account balances, check allocations, and track your accounts and investments. With your accounts added, you’ll be ready to move money online whenever you need to. Secure, online collaboration The secure site on ameriprise.com gives us more ways to work together and track your progress, all in one convenient online space. Store, share and access important documents Send secure messages Use eSignature Save files on the Ameriprise secure cloud storage for easy access when you need them. Share files with your financial planning team and other members of your account groups. With secure messaging, we can easily connect, prepare for our meetings and keep track of your action items. Electronically sign account paperwork and documents, saving you time versus USPS or traditional email messages. Your security comes first Protecting your assets and identity is critical. That's why Ameriprise has safeguards in place to help keep your accounts safe and secure. Ameriprise is committed to client privacy and applies multiple layers of security technology to protect both financial and personal information. The Ameriprise online security guarantee Ensures we will replace 100% of the funds removed from your Ameriprise® account(s) via unauthorized online activity when certain conditions are met. Sign up for e-delivery Receive your important financial documents online rather than in the mail. Enroll in text alerts Help keep your information safe with account alerts notifying you of any account changes or activity. Connect anytime, anywhere Through the Ameriprise app , your information is always at hand. You can access many of the convenient capabilities of the secure site, plus: Log in securely using biometric authentication Deposit checks into Ameriprise brokerage accounts Enroll in notifications to help you track transactions and alert you when certain actions occur Connect anytime, anywhere Through the Ameriprise app , your information is always at hand. You can access many of the convenient capabilities of the secure site, plus: Log in securely using biometric authentication Deposit checks into Ameriprise brokerage accounts Enroll in notifications to help you track transactions and alert you when certain actions occur Take the first step toward a more confident financial future See how we can work together toward your financial goals. Get started Clients, if you have questions about digital collaboration features, contact us. Not registered for online access? Register now Connect with us 650.593.9170 [email protected] Axios Private Wealth Advisors • Office locations Locations × View more location details. San Mateo 1900 O Farrell St Ste 180 San Mateo, CA 94403-1332 San Jose 1 Almaden Blvd Ste 810 San Jose, CA 95113-2215 Close The third party account information shared with your financial advisor through OmniView is for informational purposes only. Review or analysis of this information does not constitute an endorsement or recommendation by your financial advisor or Ameriprise of the investments, products, or services held or utilized by you and referenced by such third-party account information, and does not create a duty to advise you with respect to such third-party assets and services. The named advisory practice is not itself a separately-registered investment adviser or broker-dealer. Ameriprise Financial cannot guarantee future financial results. Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation. Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.   Ameriprise.com Corporate and important disclosures Client Relationship Summary Terms of use Privacy, security and fraud center About email fraud Do Not Sell or Share My Personal Data Site map Get the free Ameriprise App Ameriprise financial advisors are individually registered to do business only in certain U.S. states. Please refer to the advisor's personal website or to FINRA’s BrokerCheck website for additional details. Users of this site agree to be bound by the terms of the Ameriprise Financial Website Rules and Regulations. Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC . © 2005-2026 Ameriprise Financial, Inc. All rights reserved. Request a complimentary initial consultation Contact Axios Private Wealth Advisors Let's meet to discuss what's most important to you. First Name Last Name Email Mobile Phone (optional) Please do not submit account or other confidential information via this form. How can we help you (optional)? Max 250 characters. At Ameriprise Financial, we’re committed to protecting your privacy and online security. To learn more, view our Privacy Notices on the Ameriprise.com Privacy, Security & Fraud Center . We will only use the information you are providing to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. Submit Share on: Email Text message   Facebook   LinkedIn X Your request has been successfully submitted. Thank you for reaching out! We will contact you to set up a complimentary initial meeting. During the initial conversation, we’ll discuss your financial goals, needs and the personalized advice I provide if you decide to work with us. Axios Private Wealth Advisors A private wealth advisory practice of Ameriprise Financial Services, LLC Your message was not sent. Return to form We look forward to helping you achieve your financial goals. Prepare for our meeting The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations. Ameriprise Financial cannot guarantee future financial results. This offer is only valid in the United States. corporate entities and important disclosures | terms of use | privacy and security center | about email fraud Users of this site agree to be boun Financial Advisor Services & Costs in San Mateo, CA - Axios Private Wealth Advisors Skip to main content Learn more about personalized financial advice to help reach your financial goals at Ameriprise.com. Request consultation Axios Private Wealth Advisors A private wealth advisory practice of Ameriprise Financial Services, LLC Menu Home About Back Our profile Meet the team Visit Ameriprise.com Working together Back How to get started Our services & costs Digital tools Why choose Ameriprise Insights Back Market & economic insights Financial goals & priorities Resources Back Videos & downloads Financial calculators Contact Log In Axios Private Wealth Advisors A private wealth advisory practice of Ameriprise Financial Services, LLC Request consultation Axios Private Wealth Advisors 650.593.9170 [email protected] Our services and costs We work with you to determine the service and solutions that fit your financial needs and priorities. Through financial advice, investments and solution recommendations, as well as progress meetings and smart technology, we can help you achieve your financial goals and adjust to whatever life brings. We're here to help you feel more confident, connected and in control of your financial life. Financial advice We analyze your progress toward your goals and provide ongoing advice to help you achieve them. Document your most important financial goals and track your progress online. We align your risk tolerance and asset allocation to support your financial goals. Create a plan to pursue your goals through comprehensive financial advice. We’ll design a plan and provide recommendations to help you reach your unique goals. The planning option(s) below are available for an additional cost, based on your needs. Comprehensive financial advice. Can include cash flow and budgets, education savings, major purchase goals, retirement savings, protection needs, estate and multigenerational planning strategies, small business planning, tax planning strategies, executive benefits and compensation. Investments and solutions You'll have access to a diversified portfolio of investments and solutions to help you pursue your financial goals. We offer a wide range of advice and investment support to meet your needs, including: Point-in-time investment recommendations to address your short- and long-term goals Ongoing investment advice developing a broader strategy to address your long-term goals Advanced investment advice and management using sophisticated strategies to help you meet your complex planning needs Investment Advisory Solutions, which offer an array of investments in a coordinated portfolio allocated to your needs Insurance solutions to help protect you and your family Annuity solutions that help balance protection, tax deferral and guaranteed income in retirement Cash management solutions to help cover your everyday essentials Costs vary depending on the investment advice level and investments you select. You’ll know up front exactly what you will receive for fees paid. To learn more about working with Ameriprise Financial, read our Client Relationship Summary . Progress meetings Together, we review your goals, progress and investments regularly. Connect with us when you need to, in person, by phone or online. We meet when, where and how you need, based on your preferences and financial needs. Through the secure site and Ameriprise app, you'll have anytime access to investments and digital tools to help you track your progress against your goals. Meeting frequency options Once annually Semi annually Quarterly As requested Meeting location options In person Virtual Phone DOWNLOAD Envision your retirement Turn your well-laid plans into a meaningful retirement. Answer a few simple either/or questions to discover how you envision spending your time in retirement. Take the Ameriprise ® Retirement Profiles quiz. Connect with us 650.593.9170 [email protected] Axios Private Wealth Advisors • Office locations Locations × View more location details. San Mateo 1900 O Farrell St Ste 180 San Mateo, CA 94403-1332 San Jose 1 Almaden Blvd Ste 810 San Jose, CA 95113-2215 Close Asset allocation does not assure a profit or protect against loss. Before you purchase insurance, be sure to consider the policy’s features, benefits, risks and fees, and whether it is appropriate for you, based upon your financial situation and objectives. Guarantee, as used in this material, depends upon the ability of the issuing entity to honor and pay the amount you may be entitled to. Ameriprise Financial Planning Services are optional, offered separately, and priced according to the complexity of your case and your financial advisor’s practice fee schedule. Your fees and financial advisor may be subject to change. Ameriprise Financial Planning Service is generally appropriate for clients and prospects with financial goals and sufficient financial assets and income to address those goals. These clients must also have a willingness to pay an investment advisory fee for your advice in helping them achieve those goals. Clients should review the Ameriprise® Financial Planning Service Client Disclosure Brochure or, for a consolidated advisory fee relationship, the Ameriprise Managed Accounts and Financial Planning Service Disclosure Brochure , for a full description of services offered, including fees and expenses. The named advisory practice is not itself a separately-registered investment adviser or broker-dealer. Ameriprise Financial cannot guarantee future financial results. Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation. Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.   Ameriprise.com Corporate and important disclosures Client Relationship Summary Terms of use Privacy, security and fraud center About email fraud Do Not Sell or Share My Personal Data Site map Get the free Ameriprise App Ameriprise financial advisors are individually registered to do business only in certain U.S. states. Please refer to the advisor's personal website or to FINRA’s BrokerCheck website for additional details. Users of this site agree to be bound by the terms of the Ameriprise Financial Website Rules and Regulations. Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC . © 2005-2026 Ameriprise Financial, Inc. All rights reserved. Request a complimentary initial consultation Contact Axios Private Wealth Advisors Let's meet to discuss what's most important to you. First Name Last Name Email Mobile Phone (optional) Please do not submit account or other confidential information via this form. How can we help you (optional)? Max 250 characters. At Ameriprise Financial, we’re committed to protecting your privacy and online security. To learn more, view our Privacy Notices on the Ameriprise.com Privacy, Security & Fraud Center . We will only use the information you are providing to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. Submit Share on: Email Text message   Facebook   LinkedIn X Your request has been successfully submitted. Thank you for reaching out! We will contact you to set up a complimentary initial meeting. During the initial conversation, we’ll discuss your financial goals, needs and the personalized advice I provide if you decide to work with us. Axios Private Wealth Advisors A private wealth advisory practice of Ameriprise Financial Services, LLC Your message was Financial calculators in San Mateo, CA | Axios Private Wealth Advisors Skip to main content Learn more about personalized financial advice to help reach your financial goals at Ameriprise.com. Request consultation Axios Private Wealth Advisors A private wealth advisory practice of Ameriprise Financial Services, LLC Menu Home About Back Our profile Meet the team Visit Ameriprise.com Working together Back How to get started Our services & costs Digital tools Why choose Ameriprise Insights Back Market & economic insights Financial goals & priorities Resources Back Videos & downloads Financial calculators Contact Log In Axios Private Wealth Advisors A private wealth advisory practice of Ameriprise Financial Services, LLC Request consultation Calculators Retirement Calculators Roth IRA vs. traditional IRA calculator Individual retirement accounts can be effective tools to help you reach your financial goals. But which type of IRA is appropriate for you? Use this tool to learn more. Get started Retirement income calculator Use this calculator to find out how much monthly retirement income your savings could generate for you in retirement. See how adjustments to your annual savings, rate of return and retirement age can impact your monthly income. Get started Pension vs lump sum payout calculator This calculator will help you evaluate your payout options for your pension plan. Compare the results of a lump sum payout versus a guaranteed monthly payment for life, as well as your annual rate of return if you choose the monthly payment option. Get started LTC inflation calculator The calculator projects future long-term care costs based on the current daily cost of care, how soon you'll need coverage, the length of time you'll need coverage and inflation. Get started Rollover evaluator Wondering if you should roll over money from an employer retirement plan — like a 401(k) or 403(b) — to an IRA? The rollover evaluator can help you learn the pros and cons with just 10 simple questions. Use your results to inform your decision and to have a discussion with your Ameriprise financial advisor about reaching your retirement goals. Get started Retirement planner Do you feel confident in your progress toward a secure retirement? Use this calculator to gain insights into what your financial picture could look like in retirement. Get started Variable annuity calculator Variable annuities are investment vehicles that allow your savings to grow tax-free until you begin making withdrawals. Use this calculator to see how a variable annuity could fit in your retirement income strategy. Get started Net unrealized appreciation (NUA) calculator Taking an in-kind distribution from your employer's company stock retirement plan and contributing it to a taxable investment account could change how it is taxed. Use this NUA calculator to see whether this option could benefit your retirement savings. Get started Roth IRA conversion calculator Use this calculator to see how converting your traditional IRA to a Roth IRA could affect your net worth at retirement. Learn more about the differences between traditional and Roth IRAs. Get started Social Security calculator Social Security benefits can be an important factor to consider in your future retirement income. Use this Social Security calculator to estimate what your retirement benefit amount could be. Get started Required minimum distribution (RMD) calculator The IRS requires that you begin withdrawing a minimum amount from some types of retirement accounts once you reach a certain age. This is known as a required minimum distribution (RMD). Use this calculator to determine the amount of your RMD. Get started Investing Calculators Annual rate on investment (investment returns) calculator There are several factors that can contribute to meeting your long-term investment goals. Use this annual return on investment calculator to gain a better understanding of how different inputs can impact the rate of return on your investments. Get started Personal Finance Calculators Accelerated debt payoff calculator Consolidating your debt is only half of the battle. You still need a plan to get your debt paid in full. Use this calculator to see how you could accelerate your debt payoff. Get started Mortgage refinance interest savings calculator If mortgage rates have shifted since you bought your home, you may be thinking about refinancing. Use this calculator to find out if you could save on interest if you refinance your mortgage. Get started Compounding interest calculator How interest is calculated can greatly affect your savings. The more often interest is compounded, or added to your account, the more you earn. Get started Credit card pay off calculator Use this calculator for paying off your credit card to see how changes to your monthly payments and other factors can impact your repayment timeline. Get started Enhanced loan calculator If you are considering a big purchase, you may be thinking about taking out a loan. Use this calculator to see how different loan factors could impact your finances. Get started Home rent vs. buy calculator This rent vs buy calculator can help you weigh different factors, including monthly payments, taxes and fees, to help decide whether renting or buying your home is right for you. Get started Net worth calculator Net worth is a calculation that subtracts everything you owe from everything you own. This calculator can help you determine your net worth and how it can change over time. Get started Mortgage loan calculator (PITI) Use this free mortgage calculator to estimate your mortgage payment with taxes and insurance (PITI) when you know the purchase price and down payment amount. You can also calculate your interest, principal balances, prepayment savings and generate an estimated amortization schedule. Get started Education Calculators College savings calculator Saving for a child's higher education is one of the bigger investments many will make. Use this college savings calculator to help understand how much to save to reach your goals. Get started Taxes Calculators Federal income tax calculator Enter your filing status, income, deductions and credits into this federal tax estimator for help estimating your total taxes. By entering this information, this free and simple federal tax calculator will help estimate your tax refund or amount you may owe the IRS. This is not a complete tax calculator. Get started See the power of tax deferral calculator Use this calculator to see the impact tax deferral can have while you are growing your money and taking income. Get started Marginal tax calculator Use this calculator to help estimate your federal marginal tax rate, average income tax rate, and tax bracket for the tax year shown below. This is a very simplified calculator that will help with your federal marginal tax rate estimation for unexpected income, retirement planning, or investment income. Get started Savings, taxes, and inflation calculator Various factors can have an impact on your savings over time. This savings withdrawal calculator can help you gain an understanding of how your savings can be affected by taxes and inflation. An Ameriprise financial advisor can provide personalized advice to help you feel more confident about your saving goals. Get started Connect with us 650.593.9170 [email protected] Axios Private Wealth Advisors • Office locations Locations × View more location details. San Mateo 1900 O Farrell St Ste 180 San Mateo, CA 94403-1332 San Jose 1 Almaden Blvd Ste 810 San Jose, CA 95113-2215 Close The information in these documents is provided by a third party and has been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Ameriprise Financial Services, LLC. While the publisher has been diligent in attempting to provide accurate information, the accuracy of the information cannot be guaranteed. Laws and r List of financial advisors in US: search by state | Ameriprise Financial Skip to main content Find a financial advisor At Ameriprise Financial, our advisors are dedicated to helping you achieve your financial goals. Ready to take the first step toward a more confident financial future? Let's get started. Search by location Find advisors Find my location Geolocation is temporarily unavailable. Please enter a city, state or ZIP code instead. or Search by name Find advisors Financial Advisors by State Find and connect with an Ameriprise financial advisor in your area Ameriprise advisors are available across the United States and eager to help you achieve your financial goals. Select a state to get started. Find a Financial Advisor > States States A Alabama Alaska Arizona Arkansas C California Colorado Connecticut D Delaware District of Columbia F Florida G Georgia H Hawaii I Idaho Illinois Indiana Iowa K Kansas Kentucky L Louisiana M Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana N Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota O Ohio Oklahoma Oregon P Pennsylvania R Rhode Island S South Carolina South Dakota T Tennessee Texas U Utah V Vermont Virginia W Washington West Virginia Wisconsin Wyoming Search for an advisor in your area Enter your ZIP code to see a curated list of advisors closest to you. Click to search. Ameriprise Financial cannot guarantee future financial results. Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. Qualifications × AAMS ® Accredited Asset Management Specialist™ The AAMS ® certification requires abiding by a code of ethics and successfully completing coursework that addresses the needs of individuals by applying investment concepts to real-world situations of asset management. Candidates must pass a certification examination covering the following topics: asset allocation, investment strategies, estate planning, investment opportunities for retirees and small business owners, and insurance products. ADPA ® Accredited Domestic Partnership Advisor™ Individuals who hold the ADPA ® designation have completed a course of study encompassing wealth transfers, federal taxation, retirement planning, and planning for financial and medical end-of-life needs for domestic partners. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations. AEP ® Accredited Estate Planner ® The AEP ® designation is awarded by the National Association of Estate Planners & Councils to estate planners who have completed two graduate-level courses administered by The American College, meet specific professional requirements and who practice as one of the following: attorney, CPA, trust officer, CLU ® , CFP ® certificant or ChFC ® . AIF ® Accredited Investment Fiduciary ® The Accredited Investment Fiduciary ® (AIF ® ) designation is awarded to professionals who have demonstrated a comprehensive knowledge of fiduciary practices. AIF ® designees must complete training and annual continuing professional education requirements and attest to a code of ethics. APMA ® Accredited Portfolio Management Advisor™ Individuals who hold the APMA ® designation have completed a course of study encompassing client assessment and suitability, risk/return, investment objectives, bond and equity portfolios, modern portfolio theory and investor psychology. AWMA ® Accredited Wealth Management Advisor™ The AWMA ® certification requires abiding by a code of ethics and passing a certification examination covering coursework that addresses the asset management needs of individuals. The coursework provides candidates with advanced knowledge in asset management, allocation and selection, investment performance and strategies for retirees and small business owners, estate planning, income tax and benefits planning, and risk management and investment issues for high net worth clients. BFA™ Behavioral Financial Advisor A Behavioral Financial Advisor certification trains, develops and improves competencies necessary to help financial professionals and clients make better decisions throughout the financial planning process. The course work includes topics such as self awareness, effective decision-making, effective self-management, and relationship effectiveness. CAP ® Chartered Advisor in Philanthropy ® The Chartered Advisor in Philanthropy ® (CAP ® ) provides students with the knowledge and tools needed to help clients articulate and advance their highest aspirations for self, family, and society. CAS ® Certified Annuity Specialist ® A certification indicating expertise and commitment to fixed-rate and variable annuities. Individuals with the CAS ® designation offer clients expert advice regarding investment opportunities in annuities. CASL ® Chartered Advisor for Senior Living ® The CASL ® credential provides advisors with in-depth training on issues impacting seniors and those planning for retirement. CDFA ® Certified Divorce Financial Analyst A Certified Divorce Financial Analyst is a member of the Institute for Divorce Financial Analysts who specializes in the financial issues surrounding divorce. CEP ® Certified Estate Planner™ Certified Estate Planners™ are proud to lead the way in the education and support of financial, legal and tax professionals who desire to take their practice into the comprehensive and demanding field of Estate Planning. CEPA ® Certified Exit Planning Advisor ® The Certified Exit Planning Advisor ® Program is a five-day executive MBA-style curriculum and examination program held by the Exit Planning Institute that trains and certifies qualified professional advisors in the field of exit planning. Exit planning is the preparation for the exit of an entrepreneur from their company to maximize the enterprise value of the company. CFA ® Chartered Financial Analyst ® Holders of the Chartered Financial Analyst ® designation are securities analysts, money managers and investment advisors who have completed the CFA program, a graduate-level, self-study curriculum and examination program for investment professionals that covers a broad range of investment topics. CFP ® or CERTIFIED FINANCIAL PLANNER ® certification The CERTIFIED FINANCIAL PLANNER ® certification is recognized as a standard of excellence for personal financial planning. CFP ® certification requires meeting experience and ethics requirements, successfully completing financial planning course work and passing the certification examination covering the following topics: financial planning principles, employee benefits planning, investment planning, income tax planning, and retirement and estate planning. CFS ® Certified Fund Specialist A Certified Fund Specialist has completed advanced studies in mutual funds, including modern portfolio theory to help them understand how to analyze and construct efficient portfolios containing mutual funds and other investment vehicles. Advisors who hold this designation have advanced knowledge of mutual funds, having passed an examination covering the following areas: dollar-cost averaging, risk management, asset allocation and modern portfolio theory. ChFC ® Chartered Financial Consultant ® The Chartered Financial Consultant ® designation is one of the most robust and respected credentials for financial planning professionals. To earn the Chartered Financial Consultant designation, advis California Privacy Rights Opt-Out for Ameriprise Financial Skip to main content Learn more about personalized financial advice to help reach your financial goals at Ameriprise.com. Request consultation Axios Private Wealth Advisors A private wealth advisory practice of Ameriprise Financial Services, LLC Menu Home About Back Our profile Meet the team Visit Ameriprise.com Working together Back How to get started Our services & costs Digital tools Why choose Ameriprise Insights Back Market & economic insights Financial goals & priorities Resources Back Videos & downloads Financial calculators Contact Log In Axios Private Wealth Advisors A private wealth advisory practice of Ameriprise Financial Services, LLC Request consultation California Privacy Rights Act (CPRA) – Sale or share of personal information The California Privacy Rights Act (“CPRA”) provides rights for California residents to understand businesses data collection practices and to receive information from businesses' about the information they collect and use about the users. 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Do not sell or share my personal data Connect with us 650.593.9170 [email protected] Axios Private Wealth Advisors • Office locations Locations × View more location details. San Mateo 1900 O Farrell St Ste 180 San Mateo, CA 94403-1332 San Jose 1 Almaden Blvd Ste 810 San Jose, CA 95113-2215 Close The named advisory practice is not itself a separately-registered investment adviser or broker-dealer. Ameriprise Financial cannot guarantee future financial results. Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation. Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.   Ameriprise.com Corporate and important disclosures Client Relationship Summary Terms of use Privacy, security and fraud center About email fraud Do Not Sell or Share My Personal Data Site map Get the free Ameriprise App Ameriprise financial advisors are individually registered to do business only in certain U.S. states. Please refer to the advisor's personal website or to FINRA’s BrokerCheck website for additional details. Users of this site agree to be bound by the terms of the Ameriprise Financial Website Rules and Regulations. Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC . © 2005-2026 Ameriprise Financial, Inc. All rights reserved. Request a complimentary initial consultation Contact Axios Private Wealth Advisors Let's meet to discuss what's most important to you. First Name Last Name Email Mobile Phone (optional) Please do not submit account or other confidential information via this form. How can we help you (optional)? Max 250 characters. At Ameriprise Financial, we’re committed to protecting your privacy and online security. To learn more, view our Privacy Notices on the Ameriprise.com Privacy, Security & Fraud Center . We will only use the information you are providing to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. Submit Share on: Email Text message   Facebook   LinkedIn X Your request has been successfully submitted. Thank you for reaching out! We will contact you to set up a complimentary initial meeting. During the initial conversation, we’ll discuss your financial goals, needs and the personalized advice I provide if you decide to work with us. Axios Private Wealth Advisors A private wealth advisory practice of Ameriprise Financial Services, LLC Your message was not sent. Return to form We look forward to helping you achieve your financial goals. Prepare for our meeting The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations. Ameriprise Financial cannot guarantee future financial results. This offer is only valid in the United States. corporate entities and important disclosures | terms of use | privacy and security center | about email fraud Users of this site agree to be bound by the terms of the Ameriprise Financial Website Rules and Regulations. Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC . © 2026 Ameriprise Financial, Inc. All rights reserved. Introduce us We appreciate the opportunity to help your friends or family members achieve their financial goals. Your friend's information All fields are required. First Name Last Name Email Confirm Email Your information All fields are required. First Name Last Name Email When you refer us, the person you refer will receive an email with a link to our website. From there, they can learn more about what it’s like to work with us and reach out for a complimentary initial consultation, if they choose. We will receive your contact’s information and may reach out to them directly. Preview the email Submit Share on: Email Text message   Facebook   LinkedIn X Your request has been successfully submitted. Thank you for referring us ! Your referral will hear from us soon. Feel free to let them know in advance that we will be reaching out. Axios Private Wealth Advisors A private wealth advisory practice of Ameriprise Financial Services, LLC Your message was not sent. Return to form Do you have other connections who may benefit from working with us? Refer another contact Ameriprise Financial cannot guarantee future financial results. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC . Privacy and Security Center , Online Security Guarantee and About Email Fraud . The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations. © 2005 - 2026 Ameriprise Financial, Inc. Share on: Email Text message   Facebook   LinkedIn X Close Axios Private Wealth Advisors financial advisory team | San Mateo, CA Skip to main content Learn more about personalized financial advice to help reach your financial goals at Ameriprise.com. Request consultation Axios Private Wealth Advisors A private wealth advisory practice of Ameriprise Financial Services, LLC Menu Home About Back Our profile Meet the team Visit Ameriprise.com Working together Back How to get started Our services & costs Digital tools Why choose Ameriprise Insights Back Market & economic insights Financial goals & priorities Resources Back Videos & downloads Financial calculators Contact Log In Axios Private Wealth Advisors A private wealth advisory practice of Ameriprise Financial Services, LLC Request consultation Meet the team At Axios Private Wealth Advisors, we are committed to helping guide you through the different stages of your financial journey with precision and care. As a private wealth advisory practice of Ameriprise Financial Services, LLC, we specialize in crafting tailored strategies that align with your unique financial goals and aspirations. Our focus extends beyond the present, we emphasize a comprehensive approach to financial planning that considers your entire financial picture, from wealth accumulation to retirement and legacy planning. We understand the importance of multigenerational planning and utilize thoughtful and prudent strategies to help your wealth transcend generations. With Axios Private Wealth Advisors, you can expect personalized attention, strategic insights, and a commitment to your financial well-being. Whether you’re planning for retirement, navigating complex financial decisions, or preparing your legacy, our team is here to provide more clarity and confidence in every step of your financial journey. Our advisors George Papadoyannis MBA, CFP ® Private Wealth Advisor Learn more about George Papadoyannis Visit George Papadoyannis's website Ryan Lee CRPC ™ , AWMA ® Financial Advisor Senior Vice President of Axios Private Wealth Advisors Learn more about Ryan Lee Visit Ryan Lee's website Emmanuel Huereca Financial Advisor Learn more about Emmanuel Huereca Visit Emmanuel Huereca's website Our team Qiandi (Cindy) Du Financial Planning Specialist [email protected] 650.593.9170 Danielle Maitra Client Service Manager, Financial Planning Specialist [email protected] 650.593.9170 Vivienne Tan Client Service Manager, Financial Planning Specialist [email protected] 650.593.9170 John Limnios Financial Planning Specialist [email protected] 650.593.9170 Michelle Holcomb Office Manager, Operations Director [email protected] 650.593.9170 Qualifications View more Antoine Malouin Paraplanner [email protected] 650.593.9170 Shishun Kryskalla Paraplanner [email protected] 650.593.9170 Agustin Arroyo Paraplanner [email protected] 650.593.9170 Jessica Yu Paraplanner [email protected] 650.593.9170 Connect with us 650.593.9170 [email protected] Axios Private Wealth Advisors • Office locations Locations × View more location details. San Mateo 1900 O Farrell St Ste 180 San Mateo, CA 94403-1332 San Jose 1 Almaden Blvd Ste 810 San Jose, CA 95113-2215 Close Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP ® , CERTIFIED FINANCIAL PLANNER ® , and CFP ® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks. The named advisory practice is not itself a separately-registered investment adviser or broker-dealer. Ameriprise Financial cannot guarantee future financial results. Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation. Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.   Ameriprise.com Corporate and important disclosures Client Relationship Summary Terms of use Privacy, security and fraud center About email fraud Do Not Sell or Share My Personal Data Site map Get the free Ameriprise App Ameriprise financial advisors are individually registered to do business only in certain U.S. states. Please refer to the advisor's personal website or to FINRA’s BrokerCheck website for additional details. Users of this site agree to be bound by the terms of the Ameriprise Financial Website Rules and Regulations. Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC . © 2005-2026 Ameriprise Financial, Inc. All rights reserved. Request a complimentary initial consultation Contact Axios Private Wealth Advisors Let's meet to discuss what's most important to you. First Name Last Name Email Mobile Phone (optional) Please do not submit account or other confidential information via this form. How can we help you (optional)? Max 250 characters. At Ameriprise Financial, we’re committed to protecting your privacy and online security. To learn more, view our Privacy Notices on the Ameriprise.com Privacy, Security & Fraud Center . We will only use the information you are providing to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. Submit Share on: Email Text message   Facebook   LinkedIn X Your request has been successfully submitted. Thank you for reaching out! We will contact you to set up a complimentary initial meeting. During the initial conversation, we’ll discuss your financial goals, needs and the personalized advice I provide if you decide to work with us. Axios Private Wealth Advisors A private wealth advisory practice of Ameriprise Financial Services, LLC Your message was not sent. Return to form We look forward to helping you achieve your financial goals. Prepare for our meeting The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations. Ameriprise Financial cannot guarantee future financial results. This offer is only valid in the United States. corporate entities and important disclosures | terms of use | privacy and security center | about email fraud Users of this site agree to be bound by the terms of the Ameriprise Financial Website Rules and Regulations. Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC . © 2026 Ameriprise Financial, Inc. All rights reserved. Introduce us We appreciate the opportunity to help your friends or family members achieve their financial goals. Your friend's information All fields are required. First Name Last Name Email Confirm Email Your information All fields are required. First Name Last Name Email When you refer us, the person you refer will receive an email with a link to our website. From there, they can learn more about what it’s like to work with us and reach out for a complimentary initial consultation, if they choose. We will receive your contact’s information and may reach out to them directly. Preview the email Submit Share on: Email Text message   Facebook   LinkedIn X Your request has been successfully submitted. Thank you for referring us ! Your referral will hear from us soon. Feel fr