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

Charles Rossi, CFP®

CFA, MTax

Wealth Advisor, Portfolio Manager, Shareholder

Intelligent Capitalworks

16427 N Scottsdale Rd, Suite 350
Scottsdale, AZ 85254
FINANCIAL ADVISOR'S WEBSITE
(866) 617-2900
(480) 951-2900
CONNECT WITH Charles
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General

Charles 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 fiduciary 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 Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®
  • Certified Investment Management Analyst (CIMA®)
  • Chartered Financial Analyst (CFA)
  • Chartered Financial Consultant (ChFC®)
  • Other - Certified Trust and Fiduciary Advisor (CTFA), Chartered Advisor in Philanthropy® (CAP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Investment Management, Retirement

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Helpful Financial Planning Resources