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Robert Andreacchio, Private Wealth Advisor serving the Marlton, NJ area - Ameriprise Advisors

Robert Andreacchio

CFP®

Private Wealth Advisor

Laurel Oak Wealth Management Group
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Saving for Education
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Small Business
  • Charitable Giving

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Awards & recognition

  • Five Star Wealth Manager, 2012 - 2017
  • Ameriprise Circle of Success, 2004-2021
  • Ameriprise Circle of Success Diamond Ring, 2012

Professional associations

  • Certified Financial Planner
  • Financial Planning Association

Community participation

I have worked with the Philadelphia Eagles Youth Partnership program for a number of years. I actively support the Food Bank of South Jersey and participate in a number of charity events helping our local community.

Friends of The Black Run Preserve Volunteer

Interests

  • I enjoy spending time with my wife and two children.
  • In my free time I like to golf and spend time in Ocean City, NJ
  • I truly enjoy helping others achieve their financial dreams and personal goals.