Vincent Rossi (AEP®, AIF®, CAP, CFP®, CLU, MSFS)
Vincent Rossi focuses in the
following client markets or areas of practice:
- Business Owners
- Charitable Giving
- Corporate Executives
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Business Owners
- Charitable Giving
- Corporate Executives
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
Planning Specialties
Our core expertise is retirement planning, investment management, estate planning, and philanthropic planning services. 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 client objectives and best interests of each client.
Additional Information
Vincent is a senior executive Scottsdale financial advisorwith deep experience serving high net worth families and individuals. Prior to founding Intelligent Capitalworks 19 years ago, he served as a senior vice president at Morgan Stanley and trust officer at Morgan Stanley Trust Company. During his 40+ year investment management career, Mr. Rossi has earned the following degrees and professional designations:
Masters of Science in Financial Services
Bachelors of Science in Business Administration
CERTIFIED FINANCIAL PLANNER™
Certified Investment Management Analyst®
Accredited Estate Planner®
Certified Trust and Fiduciary 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
Visit Website
Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.