Advisor profile


My approach

Robert F De Stefano - 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 F De Stefano - My approach photo

Areas of focus

  • Retirement Planning Strategies
  • Saving for Education
  • Small Business
20
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®
  • CRPC® Chartered Retirement Planning Counselor℠
  • AAMS® Accredited Asset Management Specialist℠
  • CFS® Certified Fund Specialist

Education

  • Molloy College - M.B.A., 2014, Financial Planning
  • Marist College - B.A., 2001, Finance and Marketing

Interests

  • Spending personal time with my wife, Elisabet, and two sons, Nicoli and Boden, is one of my greatest joys.
  • I spend a lot of time with my family. This includes one week every summer visiting family in FL.
  • I spend summers with my family in Breezy Point.
  • I like to ski at Stratton Mountain in Vermont during the winter and my family enjoys a week there in the summer.
  • Recently, I have been exploring new places in the world with my family.
  • Music interests include Dave Matthews Band, Jimmy Eat World, 30 Seconds to Mars, Florida Georgia Line, Cole Swindell, and Death Cab for Cutie.
  • Hiking, Biking and Surfing fascinate me.

Community participation

Volunteer in the St. Barnabus Food Drive. Occurred November 15, 2013 in Bellmore, NY.

Awards & recognition

  • Five Star Wealth Manager, 2014-2015
  • Ameriprise Circle of Success, 2011-2020

Professional associations

  • Sigma Beta Delta M.B.A. International Business Honor Society

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.