Michael Rossi

Financial Planner
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Michael Rossi | Planning and Research 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 in 2021 after completing his undergraduate degree in chemical engineering with a minor in business. He completed two summer internships with British Petroleum, one in Alaska and the other in Chicago.  While completing his undergraduate degree, he also served for two years in Seoul, Korea as a missionary for his church and became fluent in Korean.  Michael serves on the wealth management team for all client engagements.

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 in 2021.  He passed the Certified Financial PlannerTM Board Exam in 2021 and successfully completed all of the Chartered Financial Consultant exams in 2022 and is currently completing his 6,000 apprenticeship hours to become a Certified Financial PlannerTM professional and a Chartered Financial Consultant.

Michael is a 2022 candidate for a Master of Investment Management and Financial Analysis from Creighton University.  He has passed Level I of the CFA exam and is a candidate for Level II of the CFA exam.

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

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

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