“While I enjoyed the analytical rigor of my undergraduate degree in chemical engineering, I truly enjoy the opportunities to connect and integrate world events with the capital markets and the goals people have for their financial lives much more.
It is very gratifying for me to help our clients become and remain financially independent.”
Michael Rossi CFP® advises the firm’s clients and co-leads the development and management of all client retirement planning, investment management and estate planning analytics and implementation. He co-manages all client portfolios and the firm’s investment research and portfolio performance analytics. He serves on the wealth management team for all client engagements and is a member of the firm’s Operating, Investment Management and Risk Committees.
Michael joined the firm after completing an undergraduate degree in chemical engineering with a minor in business and two summer internships with British Petroleum, one in Prudoe Bay, Alaska and the other in Chicago. While completing his undergraduate degree, he also lived in Seoul, Korea for two years, becoming fluent in Korean.
Background
Michael Rossi provides wealth management and planning advice to all the firm’s clients. He develops each client’s wealth risk matrix, Strategic Wealth Outlook and Trajectory™ and strategic wealth plan and related risk management, retirement, investment management, and estate and philanthropic plans. Michael co-manages the firm’s equity investment research, all client investment portfolios, and client progress and portfolio performance analytics.
Michael holds multiple postgraduate degrees and is board-certified with professional certificates in investment management, financial planning, estate planning, trust advisory and fiduciary services.
Michael joined the firm in 2021 after completing an undergraduate degree in chemical engineering with a minor in business and two summer internships with British Petroleum, one in Prudhoe Bay, Alaska and the other in Chicago. While completing his undergraduate degree, he also lived in Seoul, Korea for two years, becoming fluent in Korean.
Michael is a member of the CFA Institute, National Association of Personal Financial Advisors, the Financial Planning Association and the Central Arizona Estate Planning Council.
Michael serves on the Board of Directors for Ronald McDonald House Charities® of Central and Northern Arizona, a residential hospitality housing providing a “home-away-from-home” for families traveling to the Valley for medical care for their children.
Michael lives in the Valley with his wife raising their family where he and his wife are active in their church.
Professional Accreditation
- Chartered Financial Analyst®
- Certified Financial Planner®
- Chartered Financial Consultant®
- Certified Investment Management Analyst®
- Certified Trust and Fiduciary Advisor
- Accredited Investment Fiduciary®
- Investment Advisor Core Compliance Certificate
- FINRA Series 65 License
Education
- Master of Taxation
Villanova University
Charles Widger School of Law - Estate Planning Certificate
Villanova University
Charles Widger School of Law - Master of Investment Management and Financial Analysis
Creighton University
Heider College of Business - Postgraduate Diploma in Financial Planning
New York University
School of Professional Studies - Bachelor of Science in Chemical Engineering
Brigham Young University
Ira A. Fulton College of Engineering