Robert Rafano


Private Wealth Advisor
Business Financial Advisor
A private wealth advisory practice of Ameriprise Financial Services, LLC
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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

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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)