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Rocco M
CFP®, ChFC®, Series 66
West Creek, NJ
Ameriprise
Rocco Manochio is a financial advisor at Ameriprise with 21 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to his current role at Ameriprise since 2020, he worked at Ameriprise Financial Services, Inc. from 2011 to 2020. He is also the owner of RM Financial Management, LLC, a business that manages the office of his financial planning practice. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with substantial investable assets, providing detailed written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary retirement recommendations, primarily for clients maintaining assets in Ameriprise-managed accounts.
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