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

Michael Rossi, CFP®

CFA,

16427 N Scottsdale Rd, Suite 350
Scottsdale, AZ 85254

General

Michael Rossi is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at 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®
  • Chartered Financial Analyst (CFA)
  • Chartered Financial Consultant (ChFC®)

Financial Advisor's Specialties

Comprehensive Financial Planning, Estate Planning, Investment Management, Retirement

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Helpful Financial Planning Resources