Robert E. Berard,  CFP<sup>&reg;</sup> - Financial Advisor

Robert E. Berard, CFP®

Financial Advisor

Ameriprise Financial Services, LLC

2 Westchester Park Dr, Suite 103
White Plains, NY 10604
FINANCIAL ADVISOR'S WEBSITE
(914) 269-6727 CONNECT WITH Robert
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General

Robert Berard is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Ameriprise Financial Services, LLC in White Plains, NY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

Ameriprise Financial Services, LLC

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Buying a Home, Asset Allocation, Investment Management, Getting Married, Insurance, Retirement, Sudden Wealth

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