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Our financial advice team


Anthony J Rocchio III, Financial Advisor serving the Glen Rock, NJ area - Ameriprise Advisors

Anthony J Rocchio III

CFP®

Financial Advisor

Senior Vice President of
Iron Birch Advisors
10
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

  • Family Finances
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Charitable Giving
  • Sustainable and Responsible Investing
  • Executive Compensation and Benefit Strategies
  • Tax Planning Strategies
  • Business Retirement Plans

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • Series 7
  • Series 66
  • Life Accident and Health

Education

  • BA, History - Union College (NY), 2011

Awards & recognition

  • Ameriprise Client Experience Award, 2020

Community participation

  • NFL Alumni Association
  • Mentor, Union College Football Alumni Association
  • Mentor, Bergen Catholic Football Alumni Association
  • Volunteer, Big Brothers Big Sisters of America 2012-2014

Interests

  • Enjoying my summer with my family and friends on the beach in Sea Girt, NJ. I am also an avid snowboarder, visiting Straton, VT in the winter.
  • I am a dedicated New York Giant and Yankees fan, enjoying as many home games and tailgates as I can.
  • Most importantly, I am a passionate chef and enjoy cooking for family events.