Robert A. Imparato Jr., CFP®

CERTIFIED FINANCIAL PLANNERTM practitioner

Retirement Planning Specialist

 

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 Equitable 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 Equitable Institute at Harvard University. Most recently, Robert was awarded with the Five Star Professional.

Financial Plans are offered through Equitable Advisors. 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 Equitable Advisors (NY, NY 212-314-4600), member FINRA, SIPC, offer investment advisory products and services through Equitable Advisors, an investment advisor registered with the SEC, and offer annuity and insurance products through Equitable 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 Equitable Advisors or Equitable Network.

 

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

 


Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

R.I.C.H. Planning Group, LLC.
90 Woodbridge Center Drive
Woodbridge, NJ 07095

R.I.C.H. Planning Group, LLC.
10 Madison Avenue
Morristown, NJ 07960

R.I.C.H. Planning Group, LLC.
1967 Highway 34
Building C, Suite 201
Wall, NJ 07719

R.I.C.H. Planning Group, LLC.
50 Division Street
Suite 501
Somerville, NJ 08876

is not owned or operated by Equitable Advisors, LLC or its affiliates.

Phone 732-326-5241
Fax 732-326-5331