Ronald Esposito - Associate Financial Advisor, Ameriprise Financial Services, LLC
176 Enclave Drive, New Castle, Pennsylvania 16105
About the Ronald Esposito - Associate Financial Advisor, Ameriprise Financial Services, LLC
At Ronald Esposito - Associate Financial Advisor, Ameriprise Financial Services, LLC, we are dedicated to providing personalized financial guidance to help you achieve your financial goals. Located conveniently in New Castle, Pennsylvania, our office is committed to delivering expert advice tailored to your unique financial situation.
Certifications and Expertise:
Ronald Esposito is an accomplished financial advisor, holding numerous prestigious certifications that ensure a comprehensive and professional approach to financial planning:
1. Accredited Asset Management Specialist™ (AAMS™): This certification involves a rigorous code of ethics and coursework focused on real-world asset management, including investment strategies, estate planning, and insurance products.
2. Accredited Domestic Partnership Advisor™ (ADPA™): Expertise in wealth transfers, federal taxation, retirement planning, and end-of-life financial and medical needs for domestic partners.
3. Accredited Estate Planner® (AEP®): Advanced knowledge in estate planning, meeting professional standards as an attorney, CPA, trust officer, CLU®, CFP® certificant, or ChFC®.
4. Accredited Investment Fiduciary® (AIF®): Comprehensive knowledge of fiduciary practices, including annual continuing education and adherence to a code of ethics.
5. Accredited Portfolio Management Advisor™ (APMA™): Proficiency in client assessment, investment objectives, bond and equity portfolios, and modern portfolio theory.
6. Accredited Wealth Management Advisor℠ (AWMA℠): Expertise in asset management, investment strategies for retirees and small business owners, estate planning, and tax planning.
7. Behavioral Financial Advisor: Training in effective decision-making, self-management, and relationship effectiveness to enhance financial planning processes.
8. Chartered Advisor in Philanthropy® (CAP®): Tools and knowledge to help clients articulate and advance their philanthropic goals.
9. Certified Annuity Specialist® (CAS®): Specialized advice on fixed-rate and variable annuities.
10. Chartered Advisor for Senior Living® (CASL®): In-depth training on retirement and senior issues.
11. Certified Divorce Financial Analyst: Expertise in financial issues surrounding divorce.
12. Certified Estate Planner™: Leading education and support in estate planning.
13. Certified Exit Planning Advisor®: Training in maximizing enterprise value for business exits.
14. Chartered Financial Analyst® (CFA®): Advanced knowledge in securities analysis and investment management.
15. CERTIFIED FINANCIAL PLANNER™ (CFP®): Standard of excellence in personal financial planning.
16. Certified Fund Specialist: Advanced studies in mutual funds and portfolio construction.
17. Chartered Financial Consultant® (ChFC®): Robust credential for financial planning professionals.
18. Chartered Special Needs Consultant: Expertise in planning for families with special needs.
19. Certified Investment Management Analyst® (CIMA®): In-depth management capabilities and rigorous coursework.
20. Certified Kingdom Advisor®: Delivery of biblically wise financial advice and personal growth.
21. Certified in Long-Term Care: Focused expertise in long-term care planning.
22. Chartered Life Underwriter Designation® (CLU®): Highest level designation in life insurance, covering a broad range of financial planning needs.
23. Certified Military Financial Advisor® (CFMA®): Specialized training to serve veterans and active military personnel.
Whether you're planning for retirement, managing your estate, or seeking investment opportunities, Ronald Esposito brings a wealth of knowledge and experience to help you navigate your financial journey. Our goal is to provide you with the confidence and clarity you need to make informed financial decisions.
Contact us today to schedule a consultation and take the first step towards securing your financial future.
Photos of Ronald Esposito - Associate Financial Advisor, Ameriprise Financial Services, LLC
176 Enclave Drive, New Castle, Pennsylvania 16105, United States
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