Lydia M Padilla-Private Wealth Advisor

Lydia M Padilla-Private Wealth Advisor Lydia M Padilla, AAMS, CRPC, CMFA- Private Wealth Advisor

Private Wealth Advisor at Ameriprise Financial Services, LLC
Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.

Uncertainty is inevitable, but your financial approach doesn’t have to feel uncertain. Retirement strategies that emphas...
06/02/2026

Uncertainty is inevitable, but your financial approach doesn’t have to feel uncertain. Retirement strategies that emphasize both opportunity and resilience can help create a greater sense of stability over time. Planning ahead can make all the difference. Send me a message to explore your options.

Planning for retirement means preparing for both the expected and the unexpected. Approaches that support long‑term grow...
05/26/2026

Planning for retirement means preparing for both the expected and the unexpected. Approaches that support long‑term growth while helping manage uncertainty can make it easier to stay focused on your goals. A solid strategy today can help create more confidence for tomorrow. Message me if you’d like to start the conversation.

This Memorial Day, we remember those who gave their lives in service to our country.
05/25/2026

This Memorial Day, we remember those who gave their lives in service to our country.

Are you concerned about your retirement readiness? The right strategy can make all the difference – bringing clarity and...
05/22/2026

Are you concerned about your retirement readiness? The right strategy can make all the difference – bringing clarity and confidence. Let’s connect to explore where you stand.

Tax season tip 💡​If you had significant medical or dental expenses last year, some out‑of‑pocket costs may be deductible...
05/21/2026

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

Plan for the future of your business. Join our exclusive webinar to gain practical insights into helping achieve your fi...
05/20/2026

Plan for the future of your business. Join our exclusive webinar to gain practical insights into helping achieve your financial goals and developing effective business transition strategies.

Learn how to enhance your company’s value and set it on a path to long-term success. Register today. ameripriseadvisors.com/lydia.padilla

When it comes to long-term goals, flexibility matters. Building a plan that allows for growth while being mindful of dow...
05/19/2026

When it comes to long-term goals, flexibility matters. Building a plan that allows for growth while being mindful of downside risk can help you navigate market changes with less stress. The right strategy isn’t about timing the market, it’s about planning for it. Message me to learn more.

Happy Asian American and Pacific Islander Heritage Month! This month honors the rich histories, cultures, and contributi...
05/18/2026

Happy Asian American and Pacific Islander Heritage Month! This month honors the rich histories, cultures, and contributions of individuals and families who have helped shape our communities.

Tax season reminder 📅​You may still be able to make certain retirement contributions for last year before Tax Day — pote...
05/14/2026

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.

Address

3150 S Catalina Drive Suite 4
Yuma, AZ
85364

Telephone

(928)2614150

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