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

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

Michael is a CERTIFIED FINANCIAL PLANNERTM professional, Client Advisor, Portfolio Manager and Shareholder of the Firm. He serves on the Firm’s Operating, Investment Management and Risk Committees and is responsible for delivering the Firm’s services to clients.

Michael works on the senior leadership team as a client advisor creating and managing all client wealth management plans. As a portfolio manager, he is responsible for co-developing and co-managing the Firm’s equity research product, investment portfolio construction, client investment guidelines, securities trading and investment performance reporting.

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 PlannerTM professional

Investment Advisor Core Compliance Certificate

Michael has passed the Uniform Investment Advisor Law Examination and is Series 65 licensed.