Christopher  Zarra,  CFP<sup>&reg;</sup> - Financial Advisor

Christopher Zarra, CFP®

ChFC®, CFS®

Private Wealth Advisor

Ameriprise Financial Services, Inc.

119 N Park Ave, Ste 307
Rockville Centre, NY 11570
FINANCIAL ADVISOR'S WEBSITE
(516) 764-0951 CONNECT WITH Christopher
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General

Christopher Zarra is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Ameriprise Financial Services, Inc. in Rockville Centre, NY and the surrounding communities.

Financial Advisor Overview

As an Ameriprise Private Wealth Advisor, I have extensive experience helping affluent clients with their goals to grow and preserve their assets and maximize their retirement income in a tax efficient manner. I'm among the most qualified and credentialed advisors in our practice, and I work with an established network of expert resources to help you bring your dreams and goals more within reach.
Areas of focus
• Retirement Income Strategies
• Investments
• Wealth Preservation Strategies
• Estate Planning Strategies
• Tax Planning Strategies
• Insurance

 

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Financial Advisor Experience

March 2014 to present, Private Wealth Advisor,
Ameriprise Financial Services, Inc.
Rockville Centre, NY
 
1997-2013, Financial Advisor,
Ameriprise Financial Services, Inc.
Rockville Centre, NY
 
1993-1997, Retirement Plan Sales, Paychex,
Lake Success, NY
 
1990-1993, Equipment Leasing & Finance
Representative, M&T Bank,
Buffalo/Rochester, NY

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - CFS®

Insurance Licenses

  • Life insurance: NY, NJ, CT, FL, PA, MD, DE, CA,TN, WA
  • Health/disability insurance: NY, NJ, CT, FL, PA, MD, DE, CA,TN, WA
  • Fixed annuities: NY, NJ, CT, FL, PA, MD, DE, CA, TN, WA
  • Variable annuities: NY, NJ, CT, FL, PA, MD, DE, CA, TN, WA

Broker-Dealer Affiliation

Ameriprise Financial Services, Inc.

Broker-Dealer Disclaimer

Ameriprise Financial cannot guarantee future financial results.
Ameriprise Financial and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Asset Allocation, Career Change, Investment Management, Estate Planning, Employee Benefits, Mutual Funds, Job Loss, Insurance, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth

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Helpful Financial Planning Resources