Robert Rafano Ameriprise Financial Advisor in Westfield, NJ

CFP®, CRPC®

Senior Financial Advisor

Certified Financial Planner™ practitioner

MAYO, RAFANO & ASSOCIATES A financial advisory practice of Ameriprise Financial Services, Inc.

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	Address 1 Elm St 2nd Fl Westfield, NJ 07090 Team Information

(908) 317-8003
robert.x.rafano@ampf.com

As an Ameriprise financial advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals, giving you greater confidence.

Whether you're looking for investment strategies, retirement income, funding for your child's education, or estate or tax planning strategies, we'll work with you on your terms. We offer a broad range of financial products and services including mutual funds and certificates, as well as brokerage services and financial planning. We also offer flexibility in the way you work with us: online, with the help of an advisor, or both. The choice is yours.

More people come to Ameriprise for financial planning than any other company.¹

An Ameriprise-associated financial advisor franchise
I am licensed and registered to conduct business in NJ. Based on licenses and registrations I hold, I may also conduct certain business in AZ, CA, DE, FL, HI, MA, MD, NY, PA, VA.
CA Insurance License #OE62643

Areas of Focus

Investment Advice
Income Tax Planning Strategies
Retirement Planning Strategies
Domestic Partner Planning
Protection and Insurance
Estate Planning Strategies
Family Planning/Family Changes
Saving for Education
Asset Allocation
Employee Stock Options
General Financial Planning

Professional Associations

FPA, Financial Planning Association

Community Service

YWCA of Eastern Union County

The Team

Juan Perez Mayo
Financial Advisor
juan.a.mayo@ampf.com

1 Elm St
2nd Fl
Westfield, NJ 07090

Phone: 908-317-8003 x204
Fax: 908-317-8004

Qualifications

CFP
CRPC

Yessenia Kochachy
Client Service Manager
Yessenia.j.kochachy@ampf.com

1 Elm St
2nd Fl
Westfield, NJ 07090

Phone: 908-317-8003
Fax: 908-317-8004

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®,
CERTIFIED FINANCIAL PLANNERTM and federally registered CFP (with flame design) in the
U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing
certification requirements.

1. Based on the number of financial plans annually disclosed in Form ADV, Part 1A, Item 5, available at adviserinfo.sec.gov as of Dec 31, 2006.

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Ameriprise helped pioneer the financial planning process more than 30 years ago. Our unique Dream > Plan > Track >^® approach is about more than just numbers, it's both science and art. We have more financial planning clients and more CERTIFIED FINANCIAL PLANNER^TM professionals than any other company in the U.S. based on data filed at adviserinfo.sec.gov and documented by the Certified Financial Planner Board of Standards, Inc., as of Dec. 31, 2007.