Broker Check
Robert Rafano, CFP®, CRPC®

Robert Rafano, CFP®, CRPC®

Private Wealth Advisor, Business Financial Advisor

I am passionate about working with clients to help them pursue their financial needs and plan for the future. I will look at your entire financial picture, including cash reserves and debt management, investments, insurance, and taxes. I also ask targeted questions and listen closely to your answers. That way, you can feel confident that the advice I provide reflects your personal dreams and goals.

Interests

  • Spending time at the Jersey Shore
  • Leading my son's boy scout troop
  • Visiting vineyards and craft breweries
  • Outdoor activities (sports, exercise, hiking)
  • Watching Ice Hockey
  • Participating in community events
  • Quality time with family and friends
  • Charitable causes; St. Jude, Make a Wish, Hurricane Sandy NJ Relief, Restore the Shore
  • Volunteering with local organizations
  • Travel - Both internationally and in the U.S.
  • Cooking and getting together with friends for culinary dinners

Community Participation

East Brunswick Regional Chamber of Commerce, Charter Member

Awards & Recognition

  • Ameriprise Circle of Success, 2020
  • Ameriprise Mercury Award, 2003

Qualifications

CERTIFIED FINANCIAL PLANNER™ practitioner
Chartered Retirement Planning Counselor SM
CLTC® Certified Long Term Care®

Education

  • Kean university, Masters of Arts, Behavioral Science - 2002
  • Rider University, Certified Elementary Education - 1994
  • Rider University, Bachelor of Arts - 1993

Professional Associations

 

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