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

Robert J. Rossi, CFP®

ChFC®

Financial Planner

R² Wealth Management Partners

8101 O Street, Suite 301
Lincoln, NE 68510
FINANCIAL ADVISOR'S WEBSITE
(800) 244-9703
(402) 489-9375

General

Robert Rossi is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at R² Wealth Management Partners in Lincoln, NE and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 53, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)

Insurance Licenses

  • Life insurance

Broker-Dealer Affiliation

Securities America, Inc.

Broker-Dealer Disclaimer

"Securities offered through Securities America, Inc., member FINRA/SIPC. Advisory services offered through Paradigm Wealth Management, LLC. R² Wealth Management, Paradigm Wealth LLC, and Securities America are separate companies."

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Buying a Home, Career Change, Business Taxes, Asset Allocation, Investment Management, Estate Planning, Government & Military, Getting Divorced, Employee Benefits, Irregular Income, Getting Married, Mutual Funds, Real Estate, Insurance, Job Loss, Life Planning, Retirement, Stocks & Bonds, Starting a Family, Sudden Wealth, Personal Taxes

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