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Rochelle F

Series 63, Series 66

Edison, NJ

Equitable Advisors

Rochelle Forster is a financial advisor with Equitable Advisors in Edison, NJ, holding Series 63 and Series 66 licenses and having 21 years of industry experience. She has been with Equitable Advisors since 2009 and previously worked at AXA Advisors, LLC. Outside of her advisory role, she is a member of Dergalis Associates, LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a variety of advisory programs, including third-party asset managers and firm-offered solutions, focusing on matching clients with appropriate investment models based on personal and plan information.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Robert I

CFP®, Series 63, Series 65

Edison, NJ

Equitable Advisors

Robert Imparato Jr. is a CFP® with 33 years of industry experience and has been with Equitable Advisors since 2000. Prior to the rebranding, he worked at AXA Advisors, LLC for 20 years. Outside of his advisory role, he serves as President of Clutch Hitting of Staten Island, Inc. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to a range of clients including individuals, pension plans, corporations, and charitable organizations. The firm utilizes a variety of investment models and third-party asset managers to tailor solutions for its clients.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Craig H

Series 63, Series 65

Edison, NJ

Equitable Advisors

Craig Hyldahl is a financial advisor with Equitable Advisors in Edison, NJ, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor Axa Advisors. Hyldahl is also a Certified Divorce Financial Analyst and provides financial analysis and retirement planning services to divorcing individuals through a collaborative law group. Equitable Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs. The firm utilizes a range of advisory models through third-party managers and provides ERISA fiduciary services, emphasizing various investment vehicles such as mutual funds, ETFs, and alternative investments.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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