Daniel Poppers, Ameriprise Financial Advisor, AVADI Wealth

Daniel Poppers, Ameriprise Financial Advisor, AVADI Wealth Private Wealth Advisor, Ameriprise Financial Services, LLC Just like your financial goals are unique.

Avadi Wealth, A private wealth advisory practice of Ameriprise Financial Services, LLC

Our mission is to motivate, educate, & guide clients with integrity, empowering them to achieve financial confidence & take advantage of the opportunities that matter most throughout life. I take the time to
understand what's truly important to you and provide personalized financial advice to help you
achieve those goals, today and tomorrow. Together, we'll document your goals, track your
progress, and make ongoing recommendations to help diversify your portfolio and adjust to
whatever life brings — both the expected and the unexpected. Areas of Focus
Retirement strategies • Investment management • Tax planning strategies • Insurance • Social
Security retirement benefits • Consulting on the potential benefits and risks of IRA rollovers

About Me
Daniel was born in Truckee, CA, and spent part of his childhood in the Coachella Valley before
returning to Northern California, where he pursued his passions for snowboarding and
photography — and turned another lifelong interest, investing, into his career. Today, he enjoys
helping clients gain confidence in their financial lives, sharing insights through writing,
speaking, and other media. When he's off the clock, you'll likely find him on the golf course,
playing guitar, or lacing up for a game of ice hockey.

What are you working toward? The key to achieving your financial goals is to keep moving toward them. Let’s connect and ...
09/16/2026

What are you working toward? The key to achieving your financial goals is to keep moving toward them. Let’s connect and review your progress.

09/15/2026

Here’s why today's bond market may offer compelling income opportunities for investors, according to Ameriprise Financial Fixed Income Strategist Brian Erickson.

Tax season tip 💡​If you had significant medical or dental expenses last year, some out‑of‑pocket costs may be deductible...
08/26/2026

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

Read the latest market insights from Ameriprise Chief Market Strategist Anthony Saglimbene.
08/25/2026

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

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

Tax season reminder 📅​You may still be able to make certain retirement contributions for last year before Tax Day — pote...
08/19/2026

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.

One day, you’re celebrating the start of a new job. Then you blink and you’re toasting to your retirement. Let’s review ...
08/14/2026

One day, you’re celebrating the start of a new job. Then you blink and you’re toasting to your retirement. Let’s review your retirement savings and make sure you’re on-track.

08/11/2026
08/11/2026

As the 2026 U.S. midterm elections approach, Ameriprise Financial experts share their perspectives on how the results may influence the broader market, economy and investments.

Tax season reminder 📋​Your charitable donations — from cash to clothing — may be deductible and could help lower your ta...
08/10/2026

Tax season reminder 📋​

Your charitable donations — from cash to clothing — may be deductible and could help lower your taxable income.

Tax season is here — perfect timing to check in on your tax‑advantaged accounts.​An HSA may offer:​✅ Contributions that ...
08/07/2026

Tax season is here — perfect timing to check in on your tax‑advantaged accounts.​

An HSA may offer:​
✅ Contributions that may be taxable​
✅ Tax-deferred growth​
✅ Tax-free withdrawals for qualified medical expenses​

An HSA can support both today’s healthcare costs— and tomorrow’s planning.

Address

9700 Village Center Drive Suite 234
Granite Bay, CA
95746

Website

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