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Robert J Lucarelli, Private Wealth Advisor serving the North Haven, CT area - Ameriprise Advisors

Robert J Lucarelli

CFP®

Private Wealth Advisor

Root, Borajkiewicz, Lucarelli Wealth Advisors

An Ameriprise Private Wealth Advisor

29
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
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Investments

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • Bachelor of Science, Financial Management, Quinnipiac University, Hamden, CT
  • Bachelor of Science, Business Management, Quinnipiac University, Hamden, CT

Awards & recognition

  • Ameriprise Circle of Success, 2007, 2008, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023
  • Ameriprise Circle of Success Diamond Ring, 2021
  • Five Star Wealth Manager, 2012 - 2016

Community participation

Quinnipiac University Men's Ice Hockey Alumni Mentor

Interests

I enjoy spending time with my wife Renee and my son Ryan. In my spare time I like to play golf and coach ice hockey.