Rochelle Forster, CFP®, MBA

http://www.rochelleforster.com

Rochelle Forster is an experienced professional with over 40 years in financial services. She joined Equitable Advisors LLC in 2009 and is currently part of the R.I.C.H. Planning Group. Rochelle focuses on comprehensive financial planning, working with individuals to achieve their goals. This encompasses the topic of retirement planning, including distribution analysis, and long-term care planning. Her strong professional and banking background has aided her in risk management analysis.

Prior to joining Equitable Advisors, Rochelle spent 21 years at HSBC and held various roles in corporate, investment and private banking. In her position as Managing Director at HSBC Private Bank, key objectives included implementation of strategic initiatives, coverage of ultra high net worth clientele and growth of assets under management.

Additional experience at HSBC included roles in the corporate bank and the investment bank where she managed teams covering both corporate clients and private companies. Rochelle has worked through 6 market downturns and personally handled a number of complex credit situations during volatile conditions. She spent 6 years at Credit Lyonnais before joining HSBC. In addition, her experience as CFO of a closely held family firm gives her unique insight the myriad of financial situations that can arise.

Rochelle has been awarded the title of Retirement Planning Specialist by Equitable Advisors, based upon the successful receipt of a Certificate in Retirement Planning from the Wharton School of Business. She has been named as a Five Star Professional and featured in the January issue of NJ Monthly Magazine for 11 years from 2016 through 2026.

Rochelle holds an MBA in Finance and International Business from the Lubin School of Business at Pace University and a BA degree in Modern Languages from Hobart and William Smith Colleges. She has achieved the professional designations of CERTIFIED FINANCIAL PLANNERTM professional, and holds FINRA 7, 66 and 24 registrations as well as life and health licenses.

Financial Plans are offered through Equitable Advisors. CFP® and CERTIFIED FINANCIAL PLANNERTM are certified marks owned by the Certified Financial Planners Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certifications requirements.

Rochelle Forster offers securities through Equitable Advisors (NY, NY 212-314-4600), member FINRA, SIPC, offers investment advisory products and services through Equitable Advisors, an investment advisor registered with the SEC, and offers annuity and insurance products through Equitable Network, LLC. Equitable Advisors and its affiliates and associates do not provide tax, accounting or legal advice or services. R.I.C.H. Planning Group is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.