Michael Rossi

Financial Planner
Portfolio Manager
Senior Leadership Team
Shareholder

Michael Rossi | Planning and Portfolio Management Team

“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 even more.

It is very gratifying for me to help our clients become and remain financially independent.”

Michael joined the firm after completing both an undergraduate degree in chemical engineering with a minor in business and a postgraduate diploma in financial planning.

He completed 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.

Michael advises the firm’s clients and co-leads the development and management of all client retirement planning, investment management and estate planning analytics and planning.  He also co-manages the firm’s portfolio research/performance analytics and wealth management platforms.

Michael 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 Rossi | Background

Michael received a Bachelor of Science in Chemical Engineering with a minor in business from Brigham Young University and a Postgraduate Diploma in Financial Planning from New York University School of Professional Studies.

He has passed the Certified Financial PlannerTM Board Exam and successfully completed all of the Chartered Financial Consultant exam requirements and is currently completing his 6,000 apprenticeship hours to become a Certified Financial PlannerTM professional and a Chartered Financial Consultant.

Michael is a 2023 candidate for a Master of Investment Management and Financial Analysis from Creighton University.  He has passed Level I and Level II of the CFA program and is Level III candidate.

When he is not working and studying, he looks forward to spending time with his wife and traveling together with her before they start their family.

Michael Rossi | Professional Accreditation

  • Investment Advisor Core Compliance Certificate
  • Series 65 Uniform Investment Advisor Law Examination


Michael is FINRA Series 65 licensed and is a member of the National Association of Personal Financial Advisors and the Phoenix Chapter of the Financial Planning Association.

Michael Rossi | Education

  • Master of Investment Management and Financial Analysis (2022 Candidate)
    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
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