Rocco A Carriero

Rocco A Carriero

MBA, CRPC®, APMA®

Private Wealth Advisor
Chartered Retirement Planning CounselorSM
A private wealth advisory practice of Ameriprise Financial Services, LLC
  • Your financial goals

    Learn more about key financial and investment insights to help you achieve your goals.

    Explore
  • What we do

    We offer personalized financial advice based on your goals and an upfront overview of costs.
    Explore
  • Understand IRA options

    Learn the pros and cons of a rollover and how an IRA could help you achieve your retirement goals.
    See your options

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

Planning for a confident retirement

Planning for a confident retirement

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. I start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy.

By identifying clear steps to take toward your goals, I can help take the uncertainty out of planning for your financial future. Working together, I can help you feel more confident, connected, and in control of your financial life.

Planning for a confident retirement

Honored to be recognized by Forbes

It’s a privilege to help our clients and their families feel more confident, connected and in control of their financial lives. Because of their loyalty, I’ve been named on the Forbes Best-in-State Wealth Advisors list for 2021. I'm so grateful for this honor, for my clients' trust and for the dedication of the entire Rocco A. Carriero Wealth Partners team. This achievement would not have been possible without you.

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
 

Personal financial advice from advisors who know you and the markets

When giving the right financial advice, knowing the markets isn’t enough. You have to understand your clients. Our advisors know their clients’ goals, giving personalized advice to help meet today’s challenges without losing sight of tomorrow’s goals. (0:30)