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Monday 7:30am - 4pm Tuesday 7:30am - 4pm Wednesday 7:30am - 4pm Thursday 7:30am - 4pm Friday 7:30am - 4pm

Henry P. Plata, CRPC

Home
United States
Campbell, CA
Henry P. Plata, CRPC

Private Wealth Advisor at Ameriprise Financial Services, LLC CA Insurance

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07/23/2025

Everyone has a behind-the-scenes story. What's yours?

07/21/2025

Big changes are coming, and they could impact your wallet.

The recently passed “Big Beautiful Bill” includes major updates to taxes, credits, and retirement planning rules. From child tax credits to Roth conversions, now’s the time to revisit your financial strategy with fresh eyes.

Need help understanding how the changes apply to you? Let’s connect.

https://bit.ly/3TO6P9p

07/18/2025

More time. More freedom. Less stress.
That’s what many people are craving this time of year, and smart passive income strategies can help make it happen.

From dividends to real estate and beyond, building income streams that work in the background can bring you closer to a life of greater ease and flexibility.

https://bit.ly/3IAdRvS

07/16/2025

When it comes to your goals, who’s in your corner keeping you on track?

07/14/2025

Has your risk tolerance changed? It might be time to check.
Major life events, market shifts, and even your career stage can all impact how much investment risk you're truly comfortable with.

We can help you reassess your risk profile—and make sure your investments still align with your goals, your mindset, and the current economic climate.

https://bit.ly/451YdlJ

07/11/2025

Summer reminds us how precious time with loved ones really is.
And while we can't predict the future, we can protect what makes life meaningful.

From income and health to your home and legacy, the right insurance strategy can help ensure your plans stay on track no matter what life brings.

https://bit.ly/44IuE7m

07/09/2025

Every day is a choice - show up for your goals, not your excuses.

07/07/2025

Fixed income has evolved far beyond Treasuries and corporate bonds. Now, innovative strategies like private credit direct lending, multi-sector bond funds, and asset-based finance (ABF) are creating opportunities for yield and diversification.

Curious how these newer strategies might fit your portfolio? Let's chat.

https://bit.ly/3Tsn8sc

07/05/2025

As tariff discussions resurface, markets may react unpredictably. Are investors bracing for impact or moving on?

Curious how shifts in trade policy could affect your financial strategy? Let’s talk.

https://bit.ly/44wikHr

07/04/2025

Happy Independence Day! How do you plan to celebrate this Fourth of July?

07/02/2025

Your mind deserves that kind of pause.

06/30/2025

Stagflation: Could it really return?

Slower growth. Rising prices. Increased uncertainty. You may hear more about "stagflation" in the months ahead, but what does it actually mean for your finances?

Have questions about how this may affect your plan? Let’s talk.

https://bit.ly/44F8fsJ

Address

Campbell, CA

Opening Hours

Monday	7:30am - 4pm
Tuesday	7:30am - 4pm
Wednesday	7:30am - 4pm
Thursday	7:30am - 4pm
Friday	7:30am - 4pm

Telephone

+14086636418

Website

http://www.ameripriseadvisors.com/henry.p.plata/

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