
W.J. Rossi
Partner
Koss Olinger
United States, Florida, Gainesville
About Me
W.J. Rossi is a Partner at Koss Olinger where he began his financial services career in 1997 after earning a Bachelor of Science Degree in Finance and Economics from the University of Florida. Soon after, he obtained both the Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) designations. W.J.'s areas of expertise are investment management, estate planning, 401k's, and creating income distribution strategies during retirement. He sits on Koss Olinger's Investment Advisory Committee. W.J.'s professional insights about comprehensive fee-based planning, as used in The Wealth Navigator System™, have been quoted in local and national publications, including Money Magaz
Profile Information
Partner
Koss Olinger
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Gainesville
Florida
United States
May 15, 2024
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