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

Robert H. Berard, Jr. CFP®

CFS

Private Wealth Advisor

Ameriprise Financial Inc

2 Westchester Park Drive, Suite 103
White Plains, NY 10604
FINANCIAL ADVISOR'S WEBSITE
(914) 269-6727

General

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

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CFS

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

Ameriprise Financial Services, LLC

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Married, Mutual Funds, Real Estate, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Starting a Family, Long-term Care, Sudden Wealth, Women's Finances

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