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Rodrigo Oliva, Private Wealth Advisor serving the Carlsbad, CA area - Ameriprise Advisors

Rodrigo Oliva

CFP®, APMA, AIF®

Private Wealth Advisor

Coast to Coast Wealth Management

An Ameriprise Private Wealth Advisor

24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Tax Planning Strategies
  • Intergenerational Planning
  • Sustainable and Responsible Investing
  • Women's Financial Strategies
  • Retirement Plan Distribution
  • Saving for Education
  • Wealth Preservation Strategies
  • Estate Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™
  • AIF® Accredited Investment Fiduciary®

Education

  • Bachelor of Science, Accounting, Rutgers University, Newark, NJ

Awards & recognition

  • Five Star Wealth Manager, 2012-2023
  • Ameriprise Client Experience Award, 2020

Previous experience

  • Accountant, Krauss Whiting LLC, Stamford, CT, 1998-2000

Community participation

I am a member of the Carlsbad Chamber of Commerce.

Our office, clients and friends volunteer annually at Feeding America San Diego.

Ameriprise proudly supports Wounded Warrior Project and Warriors to Work.

Interests

Born in Chile and raised on the East Coast, I moved to San Diego, CA in 2008. Through my many diverse life experiences, I have gained tremendous respect and interest in working with a wide array of individuals on both a personal and professional level. I live in San Marcos, CA with my two beautiful daughters, Mia and Abigail. An afternoon with family and friends, enjoying good food and wine, is a perfect day for me.

My interests include:

  • Reading
  • Cooking
  • Baseball
  • Playing and watching soccer
  • Golf
  • Traveling