Michael Rossi, CFA, CFP®, ChFC®

Financial Advisor
Chief Client Wealth Officer
Portfolio Manager
Senior Leadership Team
Shareholder

Michael Rossi CFA, CFP®, ChFC®

“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.

Michael Rossi CFA, CFP®, ChFC® | Background

Michael holds a Master of Investment Management and Financial Analysis from Creighton University, a Postgraduate Diploma in Financial Planning from New York University School of Professional Studies and a Bachelor of Science in Chemical Engineering with a minor in business from Brigham Young University. He is a 2024 candidate for a Master of Taxation and Estate Planning Certificate from the Graduate Tax Program at the Charles Widger School of Law at Villanova University.

Michael Rossi CFA, CFP®, ChFC® | Professional Accreditation

  • CFA Charterholder
  • Certified Financial Planner professional
  • Chartered Financial Consultant®
  • Accredited Investment Fiduciary®
  • 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 CFA, CFP®, ChFC® | Education

  • Master of Taxation (2024 Candidate)
    Villanova University
    Charles Widger School of Law
  • Estate Planning Certificate (2024 Candidate)
    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
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