Rod Oliva
Private Wealth Advisor, Co-founder @Ameriprise Financial Services, LLC
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WORK HISTORY
Private Wealth Advisor, Co-founder @Ameriprise Financial Services, LLC
EDUCATION
Rutgers, The State University of New Jersey
Bachelor of Science, Accounting
ABOUT ROD OLIVA
Email: r••••••••@ampf.com // Office: 76••••••76**My Approach**What are your dreams and goals for retirement? I can help you achieve them with our exclusive Confident Retirement® approach. It all starts with a personalized conversation, where we\'ll discuss retirement needs - covering essentials, ensuring lifestyle, preparing for the unexpected, and leaving a legacy. By breaking retirement down into doable steps, we can help take the uncertainty out of planning for your financial future.**Areas of Focus**- Sustainable and Responsible Investing- Tax Planning Strategies- Women\'s Financial Strategies- Retirement Plan Distribution- Executive Compensation and Benefit Strategies- Retirement Planning Strategies- Estate Planning Strategies- Retirement Income Strategies- Wealth Preservation StrategiesI also enjoy connecting on a personal level, and my interests include- Reading - Cooking- Baseball- Soccer- Golf- Traveling
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