Richard B. Pitt, CRPC ® | Financial Advisor Carabini, Pitt and Associates, A financial advisory practice of Ameriprise Financial Services, Inc. An Ameriprise Platinum Financial Services SM practice Ameriprise Financial Services, Inc. 350 Ignacio Boulevard, Suite 105, Novato CA 94949 Office: 415-878-4922 ext. 101 | Fax: 415-492-1739 | Mobile: 415-847-5935 http://www.ameripriseadvisors.com/richard.b.pitt http://www.linkedin.com/in/richardbpitt CA Insurance License #0B51785 We shape financial solutions for a lifetime ® My Approach As an experienced advisor with Ameriprise Financial I focus on working with clients that require more complex financial planning. At Ameriprise, our unique and collaborative Dream> Plan> Track> ® approach to financial planning starts with your dreams, not just the numbers. I will work with you to thoroughly understand your goals and review your current financial situation in order to create a financial plan that suits your specific needs, both in the short and long term. I understand that a financial plan is not just about the numbers, it is about understanding your hopes and dreams for the future and how a financial plan can help you get there. I appreciate that you’ve worked hard to build your financial stability and we’ll work together to ensure your plan is continually working just as hard for you and your dreams. Areas of Focus Estate Planning Strategies Retirement Planning Strategies Domestic Partner Planning Saving for Education An Ameriprise Financial Franchise. Ameriprise Financial Services, Inc. offers financial advisory services, investments, insurance and annuity products. RiverSource ® and Columbia Management ® products are offered by affiliates of Ameriprise Financial Services, Inc., Member FINRA and SIPC. ____________________________________________________________________ P.S. The finest compliment I can receive is an introduction to friends or colleagues from an appreciative client. Feel free to share my name with your friends on Facebook or Twitter. Richard B. Pitt, CRPC ® | Financial Advisor Carabini, Pitt and Associates, A financial advisory practice of Ameriprise Financial Services, Inc. An Ameriprise Platinum Financial Services SM practice Ameriprise Financial Services, Inc. 350 Ignacio Boulevard, Suite 105, Novato CA 94949 Office: 415-878-4922 ext. 101 | Fax: 415-492-1739 | Mobile: 415-847-5935 | richard.b.pitt@ampf.com Learn more at ameripriseadvisors.com/richard.b.pitt CA Insurance License #0B51785 We shape financial solutions for a lifetime ® An Ameriprise Financial Franchise. Ameriprise Financial Services, Inc. offers financial advisory services, investments, insurance and annuity products. RiverSource ® and Columbia Management ® products are offered by affiliates of Ameriprise Financial Services, Inc., Member FINRA and SIPC. | 
