Charles Rossi (AIF®, CFP®, ChFC®, CTFA)
Charles 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 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
Education
Graduate Tax Program Estate Planning Certificate (2024 Candidate)
Villanova University
Charles Widger School of Law
Master of Taxation and Data Analysis
Arizona State University
W.P. Carey School of Business
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
Equity Investment Management Program
The London Business School
Business Valuation and Security Analysis
London School of Economics
Investment Management
College for Financial Planning
Metropolitan State University of Denver
Financial Planning Certificate
Bachelor of Science in Finance
Arizona State University
W.P. Carey School of Business
Professional Accreditation
Certified Financial Planner professional
Chartered Financial Consultant®
Certified Trust and Fiduciary Advisor
Accredited Investment Fiduciary®
Charles is currently a Level III exam candidate for the Chartered Financial Analyst designation. He is a member of the CFA Institute, National Association of Personal Financial Advisors and the Phoenix Chapter of the Financial Planning Association. Charles has passed the Uniform Investment Adviser Law Examination and is Series 65 licensed.
NAPFA Start Date
August 04, 2016
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