Robert Rafano, CFP®, CRPC®

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

• FPA, Financial Planning Association
• Certified Financial Planners Board of Standards, Inc.
• Million Dollar Round Table, Top of the Table