Advisor profile


My approach

Stephen Rifici - My approach photo

Personalized advice to help you achieve your goals

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach.

I take the time to understand what’s truly important to you. Together, we document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings — both the expected and the unexpected.

With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and always in control of your financial life.

Stephen Rifici - My approach photo

Areas of focus

  • Domestic Partner Planning
  • Retirement Planning Strategies
  • Small Business
  • Women's Financial Strategies
19
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℠

Education

  • Bachelors of Science, Clarion University
  • Masters of Science, Northeastern University

Interests

I enjoy learning about and practicing native landscaping and gardening with plants and trees indigenous to the region. Why native gardening you ask? Not only are native plants interesting and beautiful. Natural landscaping doesn’t waste energy resources. Native plants are important factors in restoring and maintaining biodiversity – keeping in mind that biodiversity is important to all life on Earth – including all human life.

Community participation

Wild Ones - Promotes native plant landscaping practices to preserve biodiversity through the preservation, restoration and establishment of native plant communities.

Nature Conservancy - Works around the world to protect ecologically important lands and waters for nature and people.

The American Chestnut Foundation - Restore the American Chestnut to forests and woodlands.

American Forest Foundation - Promote stewardship and protect our nation's forests.

Awards & recognition

  • Ameriprise Circle of Success, 2011 - 2018