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portrait of Rich DiPalma
FINANCIAL ADVISOR

Rich DiPalma

AAMS™
801 Arnold Ave Unit 4, Point Pleasant Beach, NJ 08742opens in a new window
Accepting New Clients
Serving clients with $100,000
CallSend Me a Message

About Rich

After serving over 20 years in the military and earning my B.S. in business administration from Gloucester County College and Post University, I set out on a new mission: helping people make informed financial decisions. Now, as a financial advisor with Edward Jones in Point Pleasant, New Jersey, I bring the same dedication, discipline and commitment to service that defined my military career.

I believe financial success isn’t just about numbers—it’s about having a clear strategy, making informed choices and staying the course. My approach is simple: educate, guide and encourage. Backed by a team of seasoned analysts and industry professionals,...

Focus Areas

  • Military Professionals & Veterans
  • Retirement Savings Strategies
  • Business Retirement Plans
  • Portfolio Reviews
  • Entrepreneurs & Business Owners
  • Insurance & Annuities

Work History

  • Edward JonesMarch 2020 to Current
  • New Jersey Army National GuardOctober 2004 to March 2020

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Post CollegeBachelor of Science

Personal Interests

  • Active Lifestyle
  • Coaching Sports
  • Community Outreach
  • Football
  • Health & Nutrition

Team Members

  • Tiffany Rotolo
    Associate Financial Advisor
  • Mary Beth Stehle
    Sr. Branch Office Administrator
  • Shirley Zytko
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(732) 892-0573

Fax

(888) 418-0505

Office Address

801 Arnold Ave Unit 4
Point Pleasant Beach, NJ 08742opens in a new window

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