Paul J. Di Palma,  CFP<sup>&reg;</sup> - Financial Advisor

Paul J. Di Palma, CFP®

MS, ChFC, CLU

Managing Partner

Chapel View Private Wealth Group, Ameriprise Financial Services, Inc

1000 Chapel View Blvd, Suite 250
Cranston, RI 02920
FINANCIAL ADVISOR'S WEBSITE
(401) 946-9905 x114

General

Paul Di Palma is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Chapel View Private Wealth Group, Ameriprise Financial Services, Inc in Cranston, RI and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 9, 10, 24, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - Chartered Retirement Planning Counselor(CRPC), CLU

Insurance Licenses

  • Life insurance: RI
  • Health/disability insurance: RI
  • Fixed annuities: RI
  • Variable annuities: RI

Broker-Dealer Affiliation

Ameriprise Financial Services, Inc.

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Career Change, Estate Planning, Insurance, Life Planning, Retirement, Long-term Care, Sudden Wealth, Women's Finances

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Helpful Financial Planning Resources