Advisor profile


My approach

Robert A Bonfiglio - My approach photo

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Robert A Bonfiglio - My approach photo

Areas of focus

  • Tax Planning Strategies
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Employee Stock Options
  • Charitable Giving
32
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • ChFC® Chartered Financial Consultant®
  • Master of Business Administration
  • Bachelor of Science Degree

Education

  • University of Dallas MBA 1988
  • Milwaukee School of Engineering 1984 BS in Electrical Engineering Technology

Interests

- I enjoy spending time with my family near and far; traveling to visit my grandson and to our second home in FL.

- When the weather is right, you can find me enjoying the great outdoors; from fishing, hiking, biking, to time on the golf course.

- Volunteering is a big part of my life. Both inside and outside of the office, I enjoy giving back to my community and helping where I can.

Community participation

Serve on the Board of Directors Member for Families in Transition (May 2021)

“For our support of military veterans and their families, Ameriprise is honored to be recognized as a Yellow Ribbon Company* and a Military Friendly® Employer.

* As of Oct. 28, 2015, Beyond the Yellow Ribbon recognizes Ameriprise as a Yellow Ribbon Company.”

Messiah Lutheran Church, Member, Amherst, NH

Family Promise of Southern New Hampshire, Hudson, NH, Volunteer Capital Campaign Committee

Drop off site for Toys for Tots

Office volunteers as a team and with clients at the New Hampshire Food Bank

Awards & recognition

  • Ameriprise Circle of Success Hall of Fame, 2020
  • Forbes Best-in-State Wealth Advisors, 2018 - 2021
  • Barron’s Top 1,200 Financial Advisors, 2014 - 2021
  • Ameriprise Circle of Success, 2009 - 2020
  • Five Star Wealth Manager, 2012 - 2016
  • Protect. Grow. Give, RiverSource Life Insurance Company, 2012 - 2013
  • Ameriprise Chairman's Advisory Council, 2014 - 2021
  • Financial Times 400 Top Financial Advisers, 2020

Honored to be recognized in Forbes

I’m honored to have been named to the Forbes Best-in-State Wealth Advisors list for 2020. It’s awarded to advisors who provide clients with a high-quality experience and lead the way in the industry. My No. 1 priority is delivering personalized financial advice to help my clients achieve their goals. I’d like to thank my clients for your trust and for the opportunity to continue working together.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.