Joan K. Rossi,  CFP<sup>&reg;</sup> - Financial Advisor

Joan K. Rossi, CFP®

Rossi Dubuque Breckenridge, LLC

333 South 7th Street, Ste 3020
Minneapolis, MN 55402
(612) 870-7414

General

Joan Rossi is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Rossi Dubuque Breckenridge, LLC in Minneapolis, MN and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Fixed annuities
  • Variable annuities

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Estate Planning, Investment Management, Employee Benefits, Insurance, Retirement

More

Helpful Financial Planning Resources