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Our financial advice team


Robert Martino, Financial Advisor serving the Hauppauge, NY area - Ameriprise Advisors

Robert Martino

CFP®, ChFC®, CLU®, RICP®, CLTC®, CRPC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Martino Planning Group
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 39 reviews

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Charitable Giving
  • Domestic Partner Planning
  • Employee Stock Options
  • Estate Planning Strategies
  • Saving for Education
  • Small Business

Interests

  • Driving Race Cars
  • Dogs
  • Spending time outdoors: backpacking, camping, whitewater rafting, kayaking, hiking
  • Gardening - flowers and vegetables
  • Helping others achieve their dreams and goals
  • Volunteering my time to benefit my community

Awards & recognition

  • Ameriprise Circle of Success, 2004-2008

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠
  • FINRA Series 7 Brokerage License
  • FINRA Series 66 - Investment Advisor / Blue Sky Laws License
  • NYS Health & Life Insurance License

Education

  • Bachelor of Arts, Political Science, Minor - Economics, University of Rochester, Rochester, NY, 2002

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

  • Eagle Scout - Boy Scouts of America
  • NESA Organizer / Adult Leader - Suffolk County Council BSA