Weslie  Green,  CFP<sup>&reg;</sup> - Financial Advisor

Weslie Green, CFP®

CDFA®

Financial Advisor

RiverRock Wealth Management

4510 Cox Road, Suite 104
Glen Allen, VA 23060
FINANCIAL ADVISOR'S WEBSITE
(804) 419-2542 CONNECT WITH Weslie
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General

Weslie Green is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at RiverRock Wealth Management in Glen Allen, VA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 26, 63, 65

Designations & Certifications

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

Insurance Licenses

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

Broker-Dealer Affiliation

Ameriprise Financial Services, LLC

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Career Change, Investment Management, Getting Divorced, Employee Benefits, Job Loss, Startup, Life Planning, Retirement, Stocks & Bonds, Succession Planning, Sudden Wealth, Nontraditional Households, Women's Finances

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