Bob Cfp

Q: What is Bob Cfp email address?

Email Bob Cfp at robert.a.bonfiglio@ampf.com. This email is the most updated Bob Cfp email found in 2026.

Q: How to contact Bob Cfp?

To contact Bob Cfp send an email to robert.a.bonfiglio@ampf.com. If you want to call Bob Cfp try calling on +16034947870 and +16034716006. (updated on October 31, 2024)

Private Wealth Advisor at Ameriprise Financial Services, LLC | Bedford, New Hampshire, United States

About Bob Cfp

Bob CFP, a seasoned Private Wealth Advisor at Ameriprise Financial Services, LLC, brings nearly 33 years of diverse experience to the financial planning landscape. Transitioning from a successful engineering career to financial planning after earning his MBA, Bob's journey has been driven by a passion for entrepreneurship and a commitment to helping clients achieve their financial aspirations. As a co-founder of Rise in 2010 alongside Brent Kiley, Bob has cultivated a unique approach that emphasizes personalized service and collaborative expertise.

At Rise, Bob and his team stand out by providing clients with tailored financial strategies that address their individual needs. Each client benefits from a one-on-one relationship with an advisor while also gaining access to a wealth of knowledge from a dedicated team of specialists. This collaborative model is particularly effective for navigating complex financial situations, whether it involves estate planning strategies, tax planning strategies, or retirement planning strategies. Bob's expertise extends to employee stock options, saving for education, and charitable giving, allowing him to craft comprehensive plans that align with clients' long-term goals.

Bob's dedication to client success is evident in the key projects he undertakes, which often involve intricate financial scenarios that require innovative solutions. His ability to simplify the path to financial success has earned him a reputation as a trusted advisor in the industry. By leveraging his extensive experience and the collective capabilities of his team, Bob CFP continues to empower clients at Ameriprise Financial Services, LLC, guiding them toward a secure and prosperous financial future.

Bob Cfp Work

Private Wealth Advisor at Ameriprise Financial Services, LLC in November 1989 to Present

Franchise Consultant at Ameriprise Financial Services, LLC in December 1989 to May 2012

Field Vice President at Ameriprise Financial Services, LLC in March 2000 to August 2007

Bob Cfp Skills

Estate Planning Strategies

Tax Planning Strategies

Retirement Planning Strategies

About Bob Cfp's Current Company

Ameriprise Financial Services, LLC

Discover more about Ameriprise Financial Services, LLC

Frequently Asked Questions about Bob Cfp

What is Bob Cfp email address?

Email Bob Cfp at [email protected]. This email is the most updated Bob Cfp email found in 2026.

What is Bob Cfp phone number?

Bob Cfp phone number is +16034947870 and +16034716006.

How to contact Bob Cfp?

To contact Bob Cfp send an email to [email protected]. If you want to call Bob Cfp try calling on +16034947870 and +16034716006. (updated on October 31, 2024)

What company does Bob Cfp work for?

Bob Cfp works for Ameriprise Financial Services, LLC

What is Bob Cfp's role at Ameriprise Financial Services, LLC?

Bob Cfp is Private Wealth Advisor

What industry does Bob Cfp work in?

Bob Cfp works in the Financial Services industry.