What matters most to you in life? It's a big question. But it's just one of many questions we'll ask to better under- stand you, your goals and your dreams. All to help you live confidently - today and in the future. Bridge Pointe Financial Group, a private wealth advisory practice of Ameriprise Financial Services, LLC Christopher J. Olsen, CFP®, RICP® Private Wealth Advisor CERTIFIED FINANCIAL PLANNERTM practitioner 209.367.870o Christopher.J.Olsen@ampf.com CA Insurance #0713697 Daniel U. Castillo, RICP® Financial Advisor 801 S. Ham Lane, Ste H Lodi, CA 95242 Daniel.Castillo@ampf.com CA Insurance #0140428 Ameriprise Bridge Pointe Financial Geoup A Financial Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM and CFP (with plaque design) in the U.S The Compass is a trademark of Ameriprise Financial, Inc. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2021 Ameriprise Financial, Inc. All rights reserved. (1/21) What matters most to you in life? It's a big question. But it's just one of many questions we'll ask to better under- stand you, your goals and your dreams. All to help you live confidently - today and in the future. Bridge Pointe Financial Group, a private wealth advisory practice of Ameriprise Financial Services, LLC Christopher J. Olsen, CFP®, RICP® Private Wealth Advisor CERTIFIED FINANCIAL PLANNERTM practitioner 209.367.870o Christopher.J.Olsen@ampf.com CA Insurance #0713697 Daniel U. Castillo, RICP® Financial Advisor 801 S. Ham Lane, Ste H Lodi, CA 95242 Daniel.Castillo@ampf.com CA Insurance #0140428 Ameriprise Bridge Pointe Financial Geoup A Financial Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM and CFP (with plaque design) in the U.S The Compass is a trademark of Ameriprise Financial, Inc. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2021 Ameriprise Financial, Inc. All rights reserved. (1/21)