Vincent Rossi (CFP®, MSFS)

Vincent Rossi focuses in the
following client markets or areas of practice:

  • Charitable Giving
  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Tax Planning

Planning Specialties

Our core expertise is investment management, retirement planning and financial life management. We help clients with the organization, objectivity, accountability and proactivity of their retirement planning, investment management, and estate 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 investment objectives and best interests of each client.

Additional Information

During his 30-year investment management career, Mr. Rossi has earned the following degrees and professional designations:

Bachelors of Science in Business Administration
Masters of Science in Financial Services
CERTIFIED FINANCIAL PLANNER™
Certified Investment Management Analyst®
Accredited Estate Planner®
Certified Trust and Financial Advisor
Chartered Advisor in Philanthropy®
Chartered Life Underwriter®
Accredited Investment Fiduciary Analyst®

Mr. Rossi has also passed level I of the examination for the Chartered Financial Analyst® designation.  He currently maintains his Certified Financial Planner certification.

NAPFA Start Date

March 31, 2008

Industry Start Date

March 01, 1981

This Office

16427 N Scottsdale Rd Ste 260 Scottsdale, AZ 85254-1595 Phone: (480) 951-2900 Fax: (480) 951-2922