Nationwide (866) 617-2900

Vincent Rossi, CFP®

Client Advisor
Financial Planner
Portfolio Manager

37 years of wealth management experience

Vincent Rossi is the founder of the firm, and President and Chief Investment Officer. He leads the retirement planning, investment management and estate planning for the firm’s clients and has deep experience as a senior executive serving high net worth individuals and families.

Vincent’s career in the financial services industry has been distinguished by a broad foundation of knowledge and experience in the capital markets and wealth management. Prior to founding the firm in 2005, he was a Senior Vice President, Portfolio Manager and Trust Officer at Morgan Stanley and a Managing Director and Portfolio Manager at Piper Jaffray.

Prior to the development of his individual client practice, he served institutional clients, hedging and arbitraging U.S. Government securities for a primary dealer trading directly with the Federal Reserve System. He has also been an individual member of one of the world’s largest financial exchanges, The International Monetary Market Division of the Chicago Mercantile Exchange. He has also successfully developed, built and managed long-term retail investment real estate with national credit tenants for his personal account.

From 1986 to 2000, Vincent wrote and taught personal investment management classes for executive programs at Thunderbird School of Global Management, The University of Arizona Extended University, Northern Arizona University and the University of Phoenix.

Education

  • Master of Science in Financial Services
    The American College
  • Bachelor of Science in Business Administration
    Northern Arizona University

    Professional Accreditation

    During his career, Vincent has earned the following professional designations:

    • Certified Financial PlannerTM professional
    • Certified Investment Management Analyst®
    • Chartered Life Underwriter®
    • Accredited Estate Planner®
    • Chartered Advisor in Philanthropy®
    • Certified Trust and Fiduciary Advisor
    • Accredited Investment Fiduciary Analyst®
    • Investment Advisor Core Compliance Certificate

    Vincent has also completed Level I of the examination for the Chartered Financial Analyst® designation. He currently maintains his CERTIFIED FINANCIAL PLANNER™ certification.

    Hire a trusted team of board-certified financial professionals with breadth and depth-of-field, so you can focus on your life, not these jobs.

    Speak with an advisor (866) 617-2900

    Schedule an introductory phone call

    All you need to do is complete the form below.

    • This field is for validation purposes and should be left unchanged.

    We will not share your name and will not send you marketing
    material or communications.

    Please see our Privacy Policy to understand how
    Intelligent Capitalworks handles your personal information.

    Schedule an introductory video meeting

    All you need to do is complete the form below.

    • This field is for validation purposes and should be left unchanged.

    We will not share your name and will not send you marketing
    material or communications.

    Please see our Privacy Policy to understand how
    Intelligent Capitalworks handles your personal information.

    Your team will take the lead and free you to focus on the big-picture of your life.