Roger Lapierre, CRPC, CLTC , APMA

Roger Lapierre, CRPC, CLTC , APMA Financial Advisor and Managing Director at Ameriprise Financial Services, LLC
Roger Lapierre, CRPC, CLTC, APMA Ready to learn more?

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected. When you work with me, you receive:
1:1 financial advice based on your goals and needs. Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty. Regular meetings to review your goals, progres

s and investments. Anytime access to your investments and digital tools to help you stay on track. Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Get started



22 Years of Experience

Areas of focus
Retirement Planning Strategies
Investments
Wealth Preservation Strategies
Retirement Plan Distribution
Tax Planning Strategies
Estate Planning Strategies
Executive Compensation and Benefit Strategies
Family Finances
Insurance
Women's Financial Strategies
Charitable Giving

Awards & Recognition

•Ameriprise Circle of Success, 2015 - 2020
•FIVE STAR Wealth Manager1, 2013-2017, 2019 - 2020

Qualifications

•CRPC, Chartered Retirement Planning Counselor

*APMA® Accredited Portfolio Management Advisor℠

08/13/2025

The 10-year U.S. Treasury bond yield may be poised to increase later this year, leading to a potential buying opportunity for investors. Find out what dynamics may be fueling this rise.

Some people view retirement as the final chapter in their lives, while others see it as a new beginning. How do you envi...
08/07/2025

Some people view retirement as the final chapter in their lives, while others see it as a new beginning. How do you envision your retirement? Take Ameriprise’s 3-minute quiz to identify what kind of retiree you’ll be. ameriprise.com/retirementprofiles

Being financially prepared for whatever life throws your way includes protecting what’s important to you. Let’s talk abo...
08/04/2025

Being financially prepared for whatever life throws your way includes protecting what’s important to you. Let’s talk about your priorities and how you can safeguard them now and into the future.

Have you heard that there are strategies available to keep your long-term financial goals in focus while navigating mark...
08/04/2025

Have you heard that there are strategies available to keep your long-term financial goals in focus while navigating market ups and downs? Take the next step and ask about how can help you with your retirement goals. Let’s connect.

08/02/2025

U.S. equities were down today. What are the key points to consider? Read this market commentary from .

As a business owner, your business is a key component of your overall financial picture. Let’s look at how your personal...
07/29/2025

As a business owner, your business is a key component of your overall financial picture. Let’s look at how your personal and business finances and goals can work together.

07/18/2025

Despite early twists and turns, markets ended the first half of 2025 on a strong note. The Investment Research Group shares their projections for the U.S. economy and markets as we enter the back half of the year.

Life insurance is often considered essential for individuals, but it takes on an even greater significance for business ...
07/15/2025

Life insurance is often considered essential for individuals, but it takes on an even greater significance for business owners. Let’s talk about how it can help ensure business continuity and stability.

While no one can predict the future, we can work together to help protect you from unexpected events. Reach out to sched...
07/15/2025

While no one can predict the future, we can work together to help protect you from unexpected events. Reach out to schedule a meeting.

When you plan financially for both the expected and the unexpected, life’s storms can be easier to navigate.
07/15/2025

When you plan financially for both the expected and the unexpected, life’s storms can be easier to navigate.

An estate plan allows you to leave all or a portion of your wealth to a charity of your choice – and make a difference b...
07/12/2025

An estate plan allows you to leave all or a portion of your wealth to a charity of your choice – and make a difference beyond your lifetime. https://bit.ly/3wxrbaD

If you plan to pass on your wealth to loved ones upon your death, the estate planning process can help you reduce the im...
07/08/2025

If you plan to pass on your wealth to loved ones upon your death, the estate planning process can help you reduce the impact of taxes on your assets. https://bit.ly/3wxrbaD

Address

1 Citizens Plz. Ste. 610
Providence, RI
02903

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Website

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