Kurt J. Rossi, CFP^®

MBA, CRPC, AIF

Independent Wealth Management

3349 Highway 138, Bldg D Ste A
Wall, NJ 07719

(732) 280-7550

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

My Links

Independent Wealth Management

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 Overview

Independent Wealth Management was founded on the principle of putting clients first through comprehensive advice and unrestricted access to the strategies suited for their unique needs. Kurt applies his education, experience, and passion for helping others as he serves his clients. As President & Wealth Advisor, Kurt sets the strategic direction of the firm when providing comprehensive wealth management services to the individuals, families, businesses and institutions we serve.

Financial Advisor Experience

-MBA -CERTIFIED FINANCIAL PLANNERtm Practitioner (CFP®) -Chartered Retirement Planning Counselorsm (CRPC®) -Accredited Investment Fiduciary (AIF®)

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

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC CRPC conferred by the College for Financial Planning.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Business Taxes, Career Change, Investment Management, Estate Planning, Employee Benefits, Getting Divorced, Mutual Funds, Real Estate, Job Loss, Retirement, Stocks & Bonds, Life Planning, Startup, Succession Planning, Starting a Family, Long-term Care, Sudden Wealth, Special Needs, Personal Taxes