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Robert Rafano
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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| | (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.
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
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Professional Associations
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FPA, Financial Planning Association
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Community Service & Personal Interests
- YWCA of Eastern Union County
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The Team
Juan Perez Mayo
Financial Advisor
juan.a.mayo@ampf.com
1 Elm St
2nd Fl
Westfield, NJ 07090
908-317-8003 x204
908-317-8004
| | Qualifications
| Yessenia Kochachy
Client Service Manager
Yessenia.j.kochachy@ampf.com
1 Elm St
2nd Fl
Westfield, NJ 07090
908-317-8003
908-317-8004
| | | Margaret Kelleher
Associate Financial Advisor
margaret.m.kelleher@ampf.com
1 Elm St
2nd Fl
Westfield, NJ 07090
908-317-8003
908-317-8004
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I am licensed and registered to conduct business in
NJ.
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Based on licenses and registrations I hold, I may also conduct certain business in
MN, AZ, CA, DE, FL, HI, MA, MD, NY, PA, VA
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CA Insurance #OE62643
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Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® CERTIFIED FINANCIAL PLANNER 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.
