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Frank Jaffe, Financial Advisor serving the Fairfield, NJ area - Ameriprise Advisors

Frank Jaffe

CFP®, APMA

Financial Advisor

Pio Costa & Associates
34
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 3 reviews

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
  • Estate Planning Strategies
  • Charitable Giving
  • Family Finances
  • Wealth Preservation Strategies
  • Tax Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7 - General Securities Representative Examination
  • Series 6 - Investment Company Products/Variable Contracts Representative Exam
  • Series 63 - Uniform Securities Agent State Law Examination
  • Life and Health Insurance

Education

  • Excelsior College, Bachelor of Science, Liberal Studies, 1983-1987.

Previous experience

  • Certified Financial Planner, Purshe Kaplan Sterling Investments., 2015-2016
  • Certified Financial Planner, Royal Alliance Associates, Inc., 1994-2015
  • Financial Planner, The Lincoln National Life Insurance Company, 1994-1995
  • Financial Planner, New England Securities, 1989-1994

Community participation

-Toys for Tots

-Saint Peter's Haven

-Law Enforcement Appreciation Day

Interests

* I have been involved as a board member of my synagogue for 25 years* Love to get together virtually and face to face with children and grandchildren living in LA, New Jerey, and Israel* Member of w Writers Group that meets once a week and shares stories we wrote and life events* I have been an avid reader my entire life* I have watched too much sports in my life, still watching but less than before