Laura Zaragoza Guerrero CFP, AAMS

Laura Zaragoza Guerrero CFP, AAMS Private Wealth Advisor, Zaragoza Elite Wealth Management
A private wealth advisory practice of Ameriprise Financial, LLC

Private Wealth Advisor, Zaragoza Elite Wealth Management
A private wealth advisory practice of Ameriprise Financial, LLC

Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.

Proud to be part of a firm where trust isn’t just talked about — it’s built every day.​Ameriprise Financial was named on...
07/17/2026

Proud to be part of a firm where trust isn’t just talked about — it’s built every day.​

Ameriprise Financial was named one of Newsweek’s 2026 Most Trustworthy Companies in America, recognizing our commitment to strong governance, ethical practices, and always putting clients first.​

Trust is foundational to the relationships I build and the guidance I provide, and I'm grateful to work for a firm that shares those values.​

Learn more about Ameriprise Financial performance in the investment industry: https://bit.ly/3df9a5L

Read the latest market insights from Ameriprise Chief Market Strategist Anthony Saglimbene.
07/14/2026

Read the latest market insights from Ameriprise Chief Market Strategist Anthony Saglimbene.

Get more expert insights by reading the latest Weekly Market Perspectives.

Retirement isn’t one‑size‑fits‑all.Some people want travel and activity. Others want simplicity and routine. Defining wh...
07/13/2026

Retirement isn’t one‑size‑fits‑all.

Some people want travel and activity. Others want simplicity and routine. Defining what “ideal” looks like helps ensure financial decisions support the life you actually want to live.

Refine your retirement dreams by asking yourself these 7 questions.

Think retirement will cost less? Or that there’s plenty of time to plan?Some of the most common assumptions about retire...
07/10/2026

Think retirement will cost less? Or that there’s plenty of time to plan?

Some of the most common assumptions about retirement sound reasonable—but don’t always hold up in practice.

This article challenges a few of those beliefs and offers a more grounded perspective.🔍

Debunk these common misunderstandings and explore the realities of saving for retirement.

07/04/2026

As we celebrate Independence Day, I want to take a moment to wish you and your family a safe, happy, and meaningful Fourth of July.
This holiday has always held special significance for me. My father was a World War II veteran who served our country during one of the most pivotal moments in modern history. Through his service and sacrifice, I learned firsthand that the freedoms we enjoy today were earned and preserved by generations of Americans who believed in something greater than themselves.
This year feels especially meaningful as our nation approaches the celebration of 250 years of freedom, opportunity, and self-government. The upcoming semiquincentennial is more than a milestone anniversary—it is a reminder of the enduring ideals that have guided our country since 1776: liberty, resilience, individual opportunity, and the belief that each generation has a responsibility to leave our nation stronger than they found it.
As Americans, we have faced challenges, overcome adversity, and continued to innovate and grow. The story of our country is one of perseverance, optimism, and hope for the future—values that continue to inspire me both personally and professionally.
This Independence Day, I hope you have the opportunity to gather with loved ones, reflect on the blessings of living in this remarkable country, and celebrate the freedoms that make America so exceptional.
Thank you for the trust and confidence you place in me. It is an honor to serve you and your family.
Warm wishes for a wonderful Fourth of July.

Protecting your finances also means protecting your information. 🔒Everyday habits — online and offline — can reduce expo...
07/02/2026

Protecting your finances also means protecting your information. 🔒

Everyday habits — online and offline — can reduce exposure to fraud. This article shares practical, easy‑to‑apply steps that help strengthen personal security.

Learn about common types of fraud, how to protect yourself, and how we can work together safely and securely.

If you’d like to explore whether alternative investments, like private credit, are appropriate for your unique situation...
06/29/2026

If you’d like to explore whether alternative investments, like private credit, are appropriate for your unique situation, let’s connect. We can review your portfolio’s asset allocation and make sure it’s aligned to your risk tolerance, financial goals and time horizon.

Investor anxiety surrounding the private debt market is heightened.

Let’s connect if you’d like to explore strategies to take advantage of AI-fueled growth opportunities, while also balanc...
06/26/2026

Let’s connect if you’d like to explore strategies to take advantage of AI-fueled growth opportunities, while also balancing against potential risk.

Could the AI engine overheat?

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

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

Read the latest market insights from Ameriprise Chief Market Strategist Anthony Saglimbene.
06/17/2026

Read the latest market insights from Ameriprise Chief Market Strategist Anthony Saglimbene.

Get more expert insights by reading the latest Weekly Market Perspectives.

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Whittier, CA
90602

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