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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
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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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