Michael Rossi (CFP®)
Michael Rossi focuses in the
following client markets or areas of practice:
- Charitable Giving
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Tax Planning
- Charitable Giving
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Tax Planning
Planning Specialties
Our core expertise is retirement planning, investment management, trust and estate planning, and philanthropic planning. We help clients with the organization, objectivity, accountability and proactivity of their retirement planning, investment management, and trust and estate planning and philanthropic planning.
We acknowledge in writing that we owe each client a fiduciary duty of loyalty. Our investment advice is based exclusively upon well-reasoned thought and achievement of the client objectives and best interests of each client.
Additional Information
Education
Master of Taxation (2024 Candidate)
Villanova University
Charles Widger School of Law
Graduate Tax Program Estate Planning Certificate (2024 Candidate)
Villanova University
Charles Widger School of Law
Master of Science in Investment Management and Financial Analysis
Creighton University
Heider College of Business
Postgraduate Diploma in Financial Planning
New York University
School of Professional Studies
Bachelor of Science in Chemical Engineering
Brigham Young University
Ira A. Fulton College of Engineering
Michael has passed all three exam Levels of the CFA® program and successfully completed all the Chartered Financial Consultant® course and examination requirements.
Professional Accreditation
Certified Financial Planner professional
Investment Advisor Core Compliance Certificate
Michael has passed the Uniform Investment Advisor Law Examination and is Series 65 licensed.
NAPFA Start Date
September 21, 2021