Robert Rafano

CFP®, CRPC®

Private Wealth Advisor
Business Financial Advisor
A private wealth advisory practice of Ameriprise Financial Services, LLC
  • Here to support you

    We're available to connect virtually by phone and online during this time.
    Connect with us
  • Market volatility

    Stay on track with your financial goals during changing market conditions.
    Gain insights
  • Market insights

    Read the latest market and economic updates from Ameriprise experts.
    Read more

Background and qualification information is available at FINRA's BrokerCheck website.

My Approach

My focus from the day I started was to build a practice defined by outstanding service to those searching for ways to pursue their financial goals. My success begins with the view that my clients deserve service based on working as a team:

Vision Statement: Your Dreams, My Passion

Mission Statement: Working as a team, I will help shape the future of my client’s dreams by creating, developing and applying financial strategies in a personalized manner.

My Values: Integrity, Teamwork, Innovation, Excellence, Loyalty, Responsibility

I look to accomplish this standard through collaboration and communication to establish your financial goals and aspirations (Will I make it?), identify challenges (What are my blind spots?); from there, providing customized strategies, and offer the support to help you through your financial journey.

How we’ll work together during the COVID-19 outbreak

Our team remains committed to serving our clients, and we will continue to be available to you as we are today. We will conduct our client meetings via phone call or online, rather than meeting in person. We will hold all client meetings as scheduled; we are simply moving to a virtual support plan.

My videos

7 videos

The Ameriprise difference

Ask me about tracking your goals online
Having ongoing access to your goals and progress can help you feel confident, connected and always in control of your financial life.

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

view commentary
 

Sunrise

In these uncertain times, Ameriprise advisors are here to help you navigate today, focus on the future, and stay on track for tomorrow. (0:31)