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

Joan K. Rossi, CFP®

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 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

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Helpful Financial Planning Resources