Rochelle Forster, Cfp®, Mba
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Rochelle Forster, Cfp®, Mba Email & Phone Number

CERTIFIED FINANCIAL PLANNER™ professional at R.I.C.H. Planning Group LLC | Equitable Advisors at Equitable Advisors
Location: Woodbridge, New Jersey, United States 4 work roles 3 schools
1 work email found @equitable.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email r****@equitable.com
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Current company
Equitable Advisors
Role
CERTIFIED FINANCIAL PLANNER™ professional at R.I.C.H. Planning Group LLC | Equitable Advisors
Location
Woodbridge, New Jersey, United States
Company size
3118 employees

Who is Rochelle Forster, Cfp®, Mba? Overview

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Quick answer

Rochelle Forster, Cfp®, Mba is listed as CERTIFIED FINANCIAL PLANNER™ professional at R.I.C.H. Planning Group LLC | Equitable Advisors at Equitable Advisors, a company with 3118 employees, based in Woodbridge, New Jersey, United States. AeroLeads shows a work email signal at equitable.com and a matched LinkedIn profile for Rochelle Forster, Cfp®, Mba.

Rochelle Forster, Cfp®, Mba previously worked as CERTIFIED FINANCIAL PLANNER™ professional at Equitable Advisors and CERTIFIED FINANCIAL PLANNER™ professional, Certified Divorce Financial Analyst at Axa Advisors. Rochelle Forster, Cfp®, Mba holds Ba, Modern Languages from Hobart And William Smith Colleges.

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Email format at Equitable Advisors

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*@equitable.com
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Profile bio

About Rochelle Forster, Cfp®, Mba

I am a finance professional with over 30 years of experience in financial services. As a CERTIFIED FINANCIAL PLANNER™ professional, I focus on comprehensive financial planning to help individuals and businesses achieve their goals. My focus is on retirement planning.My passion encompasses the topic of retirement and has led me to work towards helping clients with their retirement needs, pension and distribution analysis as well as long term care planning. I also have a certificate in retirement planning from Wharton.Specialties: Retirement Planning; Working with Charter Schools & other educational organizations to establish retirement plans; Long term Care Planning

Current workplace

Rochelle Forster, Cfp®, Mba's current company

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Equitable Advisors
Equitable Advisors
CERTIFIED FINANCIAL PLANNER™ professional at R.I.C.H. Planning Group LLC | Equitable Advisors
Website
equitable.com
Employees
3118
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4 roles · 20 years

Rochelle Forster, Cfp®, Mba work experience

A career timeline built from the work history available for this profile.

Certified Financial Planner™ Professional

Current
Equitable Advisors

105 Fieldcrest Avenue, Suite 507, Edison, NJ 08837

Jan 2020 - Present

Certified Financial Planner™ Professional, Certified Divorce Financial Analyst

Axa Advisors

Woodbridge Township, New Jersey, United States

My practice focuses on comprehensive financial planning with emphasis on retirement and divorce. I aim to educate clients so that they can evaluate the various financial outcomes available to them. I help clients address issues of whether they will have enough to retire, how to incorporate Social Security benefits into their plan as well as an overview of.

Jun 2009 - Dec 2019

Managing Director

Hsbc Private Bank

Head of Intra-Group Marketing, Americas Key objectives included implementation of strategic initiatives, coverage of ultra high net worth clients, financial planning and growth of assets under management.

2006 - 2008 ~2 yrs

Managing Director

Hsbc Global Banking And Markets

US Head, Industrials & Technology SectorManaged team of professionals with emphasis on Fortune 500 companies in the sector. Worked through market downturn and personally handled a number of complex credit situations during a volatile market cycle.

Jun 2003 - Jul 2006
Team & coworkers

Colleagues at Equitable Advisors

Other employees you can reach at equitable.com. View company contacts for 3118 employees →

AB Adrienne Brattole Adrienne Brattole Colleague at Equitable AdvisorsNew York City Metropolitan Area, United States View → JD Jaclyn Deem Jaclyn Deem Colleague at Equitable AdvisorsTaylorville, Illinois, United States, United States View → JG Jim Gibbs Jim Gibbs Colleague at Equitable AdvisorsSpringfield, Illinois, United States, United States View → LP Lori Pinter Lori Pinter Colleague at Equitable AdvisorsErie-Meadville Area, United States View → KL Kevin Lyons Kevin Lyons Colleague at Equitable AdvisorsTampa, Florida, United States, United States View → AK Allen Kochan Allen Kochan Colleague at Equitable AdvisorsGreater Chicago Area, United States View → JS Justin Schaefer Justin Schaefer Colleague at Equitable AdvisorsFort Wayne, Indiana, United States, United States View → IB Irina B. Irina B. Colleague at Equitable AdvisorsGreater Seattle Area, United States View → MM Matthew Monaco Matthew Monaco Colleague at Equitable AdvisorsNew York City Metropolitan Area, United States View → JL Joe Lagriola Joe Lagriola Colleague at Equitable AdvisorsBoca Raton, Florida, United States, United States View →
3 education records

Rochelle Forster, Cfp®, Mba education

FAQ

Frequently asked questions about Rochelle Forster, Cfp®, Mba

Quick answers generated from the profile data available on this page.

What company does Rochelle Forster, Cfp®, Mba work for?

Rochelle Forster, Cfp®, Mba works for Equitable Advisors.

What is Rochelle Forster, Cfp®, Mba's role at Equitable Advisors?

Rochelle Forster, Cfp®, Mba is listed as CERTIFIED FINANCIAL PLANNER™ professional at R.I.C.H. Planning Group LLC | Equitable Advisors at Equitable Advisors.

What is Rochelle Forster, Cfp®, Mba's email address?

AeroLeads has found 1 work email signal at @equitable.com for Rochelle Forster, Cfp®, Mba at Equitable Advisors.

Where is Rochelle Forster, Cfp®, Mba based?

Rochelle Forster, Cfp®, Mba is based in Woodbridge, New Jersey, United States while working with Equitable Advisors.

What companies has Rochelle Forster, Cfp®, Mba worked for?

Rochelle Forster, Cfp®, Mba has worked for Equitable Advisors, Axa Advisors, Hsbc Private Bank, and Hsbc Global Banking And Markets.

Who are Rochelle Forster, Cfp®, Mba's colleagues at Equitable Advisors?

Rochelle Forster, Cfp®, Mba's colleagues at Equitable Advisors include Adrienne Brattole, Jaclyn Deem, Jim Gibbs, Lori Pinter, and Kevin Lyons.

How can I contact Rochelle Forster, Cfp®, Mba?

You can use AeroLeads to view verified contact signals for Rochelle Forster, Cfp®, Mba at Equitable Advisors, including work email, phone, and LinkedIn data when available.

What schools did Rochelle Forster, Cfp®, Mba attend?

Rochelle Forster, Cfp®, Mba holds Ba, Modern Languages from Hobart And William Smith Colleges.

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