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