Advisor profile


My approach

Robert Ceccarelli - 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 Ceccarelli - My approach photo

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Investments
30
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • Juris Doctorate, Quinnipiac University, Hamden CT 1996
  • Bachelor of Arts, Boston University, Boston MA 1988

Interests

  • Outdoors
  • Relaxing
  • Traveling
  • History
  • Woodworking
  • Music
  • Movies

Awards & recognition

  • Ameriprise Circle of Success, 2014-2015

Previous experience

  • Morgan Stanley, Financal Advisor, 06/2009-09/2012