Sarah Clish, CFP APMA

Sarah Clish, CFP APMA Private Wealth Advisor, Ameriprise Financial Services, LLC

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When it comes to retirement planning, time can be one of your most powerful assets. Solutions that help your money grow ...
09/03/2026

When it comes to retirement planning, time can be one of your most powerful assets. Solutions that help your money grow more efficiently over time may provide an added advantage as you work toward future goals. The right solutions can help you stay on track, so message me to start the conversation.

Markets change, but your long-term goals don’t have to. Solutions that balance growth opportunity with a level of protec...
08/27/2026

Markets change, but your long-term goals don’t have to. Solutions that balance growth opportunity with a level of protection can help you stay focused through the markets ups and downs. A plan built to adapt can make all the difference, so send me a message to discuss strategies for staying prepared.

As retirement gets closer, many people look for ways to stay invested while also protecting what they’ve built. Solution...
08/20/2026

As retirement gets closer, many people look for ways to stay invested while also protecting what they’ve built. Solutions that can help buffer the impacts of market downturns may provide greater confidence as you plan for the road ahead. Let’s connect to explore options for managing risk in retirement.

Tax season tip 💡​If you had significant medical or dental expenses last year, some out‑of‑pocket costs may be deductible...
08/14/2026

Tax season tip 💡​

If you had significant medical or dental expenses last year, some out‑of‑pocket costs may be deductible — and could help lower your overall tax bill.​

While filing:​
✅ Gather receipts for qualifying medical visits, procedures, or treatments​
✅ Review whether expenses exceed the applicable threshold for deduction

Market growth can play an important role in reaching your long-term retirement goals, but managing risk along the way ma...
08/13/2026

Market growth can play an important role in reaching your long-term retirement goals, but managing risk along the way matters just as much. Solutions that combine growth potential with a level of protection can help you stay focused through changing market conditions. Message me if you’d like to discuss strategies that can help you stay invested with confidence.

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

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

08/11/2026

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

Tax season reminder 📅​You may still be able to make certain retirement contributions for last year before Tax Day — pote...
08/07/2026

Tax season reminder 📅​

You may still be able to make certain retirement contributions for last year before Tax Day — potentially lowering your taxable income and supporting long‑term goals.

08/05/2026

The markets rallied today and experienced solid gains. provides their thoughts on today’s market upturn in After the Close.

Don’t let normal market highs and lows throw you off balance. We can help you navigate any fluctuations and stay focused...
08/03/2026

Don’t let normal market highs and lows throw you off balance. We can help you navigate any fluctuations and stay focused on your goals.

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225 W Santa Clara Street Ste 1600
Campbell, CA
95113

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Wednesday 9am - 5pm
Thursday 9am - 5pm
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