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Bernie DeLaRosa, Private Wealth Advisor serving the Edina, MN area - Ameriprise Advisors

Bernie DeLaRosa

CFP®, CRPC, APMA

Private Wealth Advisor

Managing Director of
Skipping Stone Wealth
36
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

  • Estate Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Investment Management
  • Charitable Giving

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Business Management, Bachelors of Science, St. John's University

Awards & recognition

  • Five Star Wealth Manager, 2013, 2015-2017
  • Ameriprise Diamond Ring Club, 2009

Professional associations

  • Chair Emeritus of the Franchisee Advisory Council 2010
  • National Franchisee Advisory Council 2006-2010

Community participation

Here at Skipping Stone Wealth we believe we can and must help the millions of children who struggle with hunger every day. As a team and with the help and support of our clients we have been fortunate enough to participate with both Feed My Starving Children and Kids Against Hunger in their incredible effort to help feed kids around the world. If you are interested in joining us in this extraordinary effort please check out our events tab for the next service opportunity.

Interests

  • Traveling
  • Golfing
  • Gardening
  • Spending time with family and friends.