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Christopher M Rotella, Private Wealth Advisor serving the Riverdale, NJ area - Ameriprise Advisors

Christopher M Rotella

MBA, CRPC, ChFC®, CLU®, CDFA®

Private Wealth Advisor

Chartered Life Underwriter®
Mindful Wealth Management

An Ameriprise Private Wealth Advisor

27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 5.0 / 5 rating based on 17 reviews
See disclosures

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
  • Saving for Education
  • Women's Financial Strategies
  • Domestic Partner Planning
  • Insurance
  • Investment Management
  • Retirement Plan Distribution
  • Investments
  • Wealth Preservation Strategies
  • Intergenerational Planning
  • Cash Flow Management Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Small Business

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • ChFC® Chartered Financial Consultant®
  • CLU® Chartered Life Underwriter®
  • CDFA® Certified Divorce Financial Analyst
  • Series 7 - General Securities Representative Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Life and Health Insurance

Education

  • Bachelor of Science, United States Coast Guard Academy, New London, CT
  • Master of Business Administration, Seton Hall University, South Orange, NJ

Awards & recognition

  • Five Star Wealth Manager, 2012 - 2015, 2017 - 2024
  • Mindful Wealth Management, Ameriprise Client Experience Award, 2020-2022

Community participation

Interests

  • I enjoy traveling, the theatre, and sporting events.
  • Spending quality time with my family.

Honored to receive recognition

I’m honored to announce I’ve received a 2024 Five Star Wealth Manager award!

This award recognizes wealth management professionals who provide excellent service to their clients.

Many thanks to my colleagues for their continued support, my clients for placing their trust in me, and Five Star Professional for the recognition.