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Name
Ed Rossi
Title
Senior Financial Advisor
Bio
Ed Rossi brings over 30 years of financial services experience to Oak Harvest. His primary purpose is to help clients meet all their financial goals. Ed believes in a holistic approach to financial planning and provides value to his client’s experience by paying attention to all details of their goals and creating a custom solution for their retirement.
Ed is a native Houstonian, earning his B.B.A. from the University of Houston with a concentration in Finance (1992). Even weeks before his graduation, he began working as an advisor. Since then, he has earned his designation as a Certified Financial Planner™ Professional (CFP®) and is a National Social Security Advisor Certificate holder. Additionally, Ed is a Certified Tax Specialist (CTS™) and Certified Private Wealth Advisor® (CPWA®).
Ed is a native Houstonian, earning his B.B.A. from the University of Houston with a concentration in Finance (1992). Even weeks before his graduation, he began working as an advisor. Since then, he has earned his designation as a Certified Financial Planner™ Professional (CFP®) and is a National Social Security Advisor Certificate holder. Additionally, Ed is a Certified Tax Specialist (CTS™) and Certified Private Wealth Advisor® (CPWA®).
