Private Wealth Adviser Status Achieved
Rocco Manochio, a certified financial planner with RM Financial Management, has become an Ameriprise Financial private wealth adviser. Manochio, whose office is located in West Creek, is among the 13 percent of approximately 10,000 Ameriprise financial advisers to achieve this status.
Ameriprise private wealth advisers provide personalized client service and are “dedicated to meeting the complex and unique financial needs of their clients,” according to the company.
To be eligible for this status, advisers must be experienced in providing comprehensive financial planning and advice, complete specialized training and achieve “superior business results.”
As an Ameriprise private wealth adviser, Manochio is focused on providing advice and financial solutions for clients with high asset levels. He is knowledgeable on a variety of topics and strategies including retirement, tax and estate planning, insurance and asset management.
RM Financial Management is located at 1064 S Main Street, Suite 1A. Manochio has served the West Creek area since 2004. For more information, contact Manochio at 609-318-8000. —M.S.