Vincent  Rossi,  CFP<sup>&reg;</sup> - Financial Advisor

Vincent Rossi, CFP®

MSFS,

President, Chief Investment Officer

Intelligent Capitalworks

16427 N Scottsdale Rd, Ste 260
Scottsdale, AZ 85254
FINANCIAL ADVISOR'S WEBSITE
(866) 617-2900
(480) 951-2900
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General

Vincent Rossi is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Intelligent Capitalworks in Scottsdale, AZ and the surrounding communities.

Financial Advisor Overview

Intelligent Capitalworks is an independent, fee only wealth advisory and investment management firm providing objective and intellectually honest financial advisory services to high net worth clients throughout the United States. The firm's core competencies include retirement planning, investment management, estate planning and philanthropic planning.

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Financial Advisor Experience

Mr. Rossi’s 30-year career in the financial services industry has been distinguished by a broad foundation of knowledge and experience in the capital markets and wealth management. He leads the retirement planning, investment management and estate planning for the firm’s clients. Prior to founding the firm in 2005, he was a Senior Vice President at Morgan Stanley, where he served as a Wealth Advisor, Portfolio Manager and Trust Officer. He was also a Managing Director at Piper Jaffray, where served as a Wealth Advisor and Portfolio Manager. Prior to the development of his individual client practice, he served institutional clients, hedging and arbitraging billions of dollars in government securities. He has also been an individual member of one of the world’s largest financial exchanges, The International Monetary Market Division of the Chicago Mercantile Exchange. From 1986 to 2000, Mr. Rossi wrote and taught personal investment management classes for executive programs at Thunderbird School of Global Management, The University of Arizona Extended University, Northern Arizona University and the University of Phoenix.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Investment Management, Retirement

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Helpful Financial Planning Resources