About My Practice
Our unique and collaborative Dream> Plan> Track> ® approach to financial planning starts with your dreams, not just the numbers. When we work together my first focus will be to learn more about your financial, personal and professional aspirations. I will take this information and leverage my financial management experience to present you with a customized plan. Building and then managing a financial plan is an ongoing, collaborative experience, and I believe in regularly checking in with my clients to ensure we’re tracking progress and making adjustments as necessary.
Few people understand what true financial planning really means. Many assume they have a financial plan when they contribute to a company's 401(k) plan or when they obtain investment advice or portfolio management services. But none of these is true financial planning. At Ameriprise, financial planning considers all aspects of your finances — from analyzing your net worth and cash flow to protection, investments and taxes — as well as market and economic conditions. We take time to understand your dreams and goals, recommend strategies and product solutions to help you make progress toward those dreams and goals, then help you implement these solutions and monitor your progress.
We are committed to providing personal financial planning and investment management guidance because we believe it's the best way to help you achieve your goals. My practice serves the needs of the mass affluent including pre-retirees, retirees, small business owners, professionals, widows, divorcees and heirs to an estate. We work with our clients to build relationships based on trust, dedication and mutual respect. Our comprehensive planning approach enables our clients to make well-informed decisions and implement their financial plan with confidence.
To learn more about me, please visit my webpage:
We shape financial solutions for a lifetime®
Brokerage, investment and financial advisory services are offered through Ameriprise Financial Services, Inc. Member FINRA and SIPC.
Rodrigo Oliva, CFP® has been helping people reach their goals as a financial planner for over 12 years. Rod attended Rutgers University where he earned a Bachelor’s of Science degree in Accounting and, although not certified, he successfully passed the CPA exam. Rod transitioned from accounting and joined Ameriprise Financial Services, Inc. as a financial advisor in 2000 and earned his CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®) designation in June 2005.
As an Ameriprise Platinum Financial Services™ practice advisor, Rod is very experienced in helping successful clients achieve their goals. He holds industry recognized financial planning credentials and maintains a high level of client satisfaction. Rod recognizes that as his client’s assets grow, their finances become more complex and require greater attention and expertise. Ameriprise Financial provides Platinum Financial Services™ practice advisors with prioritized service and a network of expert resources to consult on complex client needs.
Rod has received awards from Ameriprise such as Circle of Success (2004-2006), President’s Recognition Award (2002-2003) and Million Dollar Roundtable (2005-2007).
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 66
Life insurance: NJ, NY, NC, SC, CA # 0D27906, Health/disability insurance
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Ameriprise Financial Services, Inc.
Considerations: CA Insurance #0D27906
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.