Rochelle Forster, CFP®, CDFA, MBA


Retirement Planning Specialist

Rochelle Forster is an experienced professional with over 30 years in financial services.  She joined Equitable Advisors LLC in 2009 and is currently part of the R.I.C.H. Planning Group.    Rochelle focuses on comprehensive financial planning, working with individuals and businesses to achieve their goals.   This encompasses the topic of retirement planning, including pension analysis, distribution analysis, as well as long-term care planning.    Her strong professional and banking background has aided her in risk management analysis.  She also has a specialty in divorce planning, where evaluating financial outcomes of proposed settlements is critical.  Helping these clients wrestle with issues of budgets, benefits and retirement plans is intended to give them confidence during this difficult process.

Prior to joining Equitable Advisors, Rochelle spent 21 years at HSBC and held various roles in corporate, investment and private banking.  In her position as Managing Director at HSBC Private Bank, key objectives included implementation of strategic initiatives, coverage of ultra high net worth clientele and growth of assets under management. 

Additional experience at HSBC included roles in the corporate bank and the investment bank where she managed teams covering both corporate clients and private companies.  Rochelle has worked through 5 market downturns and personally handled a number of complex credit situations during volatile conditions.  She spent 6 years at Credit Lyonnais before joining HSBC.    In addition, her experience as CFO of a closely held family firm gives her unique insight into working with business owners. 

Rochelle 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.   She has named as a Five Star Professional and featured in the January 2016, 2017 and 2018  issues of NJ Monthly Magazine. 

Rochelle holds an MBA in Finance and International Business from the Lubin School of Business at Pace University and a BA degree in Modern Languages from Hobart and William Smith Colleges.   She has achieved the professional designations of  CERTIFIED FINANCIAL PLANNERTM professional, Certified Divorce Financial Analyst (CDFA) and holds FINRA 7, 66 and 24 registrations as well as life and health licenses.

Rochelle is active in her community, a member of the Financial Planning Association (FPA).   In the past, she sat on the Advisory Board for Earthwatch, been Fundraising Chair at B’nai Shalom Sisterhood, was involved in the leadership of the Women’s Forum at HSBC, a trustee for SSDS, a non-profit foundation and Treasurer of the HOA at Cedars Tennis Club.   

Financial Plans are offered through Equitable Advisors.  CFP® and CERTIFIED FINANCIAL PLANNERTM 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.   Certified Divorce Financial Analyst designation is from the Institute for Divorce Financial Analysts.

Rochelle Forster offers securities through Equitable Advisors (NY, NY 212-314-4600), member FINRA, SIPC, offers investment advisory products and services through Equitable Advisors, an investment advisor registered with the SEC, and offers annuity and insurance products through Equitable Network, LLC.  Equitable Advisors and its affiliates and associates do not provide tax, accounting or legal advice or services.  R.I.C.H. Planning Group is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. 

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 732-326-4907
Fax 732-326-5331