Kurt J. Rossi,  CFP<sup>&reg;</sup> - Financial Advisor

Kurt J. Rossi, CFP®

MBA, CRPC, AIF

Independent Wealth Management

3349 Highway 138, Bldg D Ste A
Wall, NJ 07719
(732) 280-7550

General

Kurt Rossi is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Independent Wealth Management in Wall, NJ and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - MBA, CRPC®, AIF® Registered Principal

Insurance Licenses

  • Life insurance: NJ, FL, VA, GA
  • Health/disability insurance: NJ
  • Fixed annuities: NJ, FL, VA, GA
  • Variable annuities: NJ, FL, VA, GA

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Retirement

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Helpful Financial Planning Resources