Advisor profile


My approach

Robert Coloret - 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 Coloret - My approach photo

Areas of focus

  • Investments
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Sustainable and Responsible Investing
  • Family Finances
  • Estate Planning Strategies
25
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
  • CRPC® Chartered Retirement Planning Counselor℠
  • ADPA® Accredited Domestic Partnership Advisor℠

Education

  • BA Finance, University of South Florida, Tampa, FL

Interests

  • Being with family is how I enjoy my personal time most
  • I actively train for and compete in triathlons and aquabikes (triathlon minus the run). I recently competed in the Aquabike National Championship and earned a spot representing Team USA at the World Championships in Spain in 2019.
  • Golf
  • Travel

Community participation

  • National Day of Service
  • Feeding America

Previous experience

  • Financial Advisor, Ameriprise Financial, Tampa, FL, 1996-2011
  • Financial Advisor, Morgan Stanley, Tampa, FL, 2011-2018

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach. Ameriprise Financial provides these advisors prioritized service and a network of expert resources to consult on complex client needs.