Robert A. Imparato Jr., CFP®

Robert A. Imparato Jr., CFP®

CERTIFIED FINANCIAL PLANNERTM practitioner
Retirement Planning Specialist

Phone: 732-326-5241
Fax: 732-326-5331
E-mail:

At Retirement Group


 

Robert graduated from NYU in 1987 with a Bachelor of Arts degree in Economics and Psychology. While attending NYU, Robert worked for Salomon Brothers as an Institutional Bond Salesman. After working there for seventeen years, Robert left Salomon Brothers in 2000 and soon co-founded R.I.C.H. Planning Group LLC with his business partner, Craig Hyldahl.

Robert focuses on wealth management and fee-based financial planning. He has also achieved the title CERTIFIED FINANCIAL PLANNER™ practitioner and holds FINRA registrations: Series 7, 63 and 65.

Robert is an active member of the Woodbridge Developers Network Group and The Financial Planning Association. In addition, he is the founder of Fieri Staten Island, which is an Italian-American organization for young professionals. Robert enjoys playing competitive softball and traveling around the world. He is also on the financial committee for his church on Staten Island, where he lives with his wife Deborah and son.

Robert has been awarded the title of Retirement Planning Specialist by AXA Advisors, based upon the successful receipt of a Certificate in Retirement Planning from the Wharton School of Business. In addition, Robert is currently attending the AXA Institute at Harvard University. Most recently, Robert was awarded with the Five Star Professional.

Financial Plans are offered through AXA Advisors, LLC. CFP® and CERTIFIED FINANCIAL PLANNER™ are certified marks owned by the Certified Financial Planners Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certifications requirements.

Securities offered through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC, offer investment advisory products and services through AXA Advisors, LLC, an investment advisor registered with the SEC, and offer annuity and insurance products through AXA Network, LLC. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. 

R.I.C.H. Planning Group, LLC is not a registered investment advisor and is not owned or operated by AXA Advisors or AXA Network.

 

Certificate awarded based on completion of a training program at the Wharton School, University of Pennsylvania.

 

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Check the background of this financial professional on FINRA's BrokerCheck