Charles Rossi (CFP®)
Charles 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
- 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.
NAPFA Start Date
August 04, 2016