VerifiedElena Rossi
CFP · Wealth Advisor
Rossi Financial
New York, NY17 yrs experience Virtual
Retirement PlanningEstate Planning
4.8(61 reviews)
Wealth Advisor
Wealth Advisors
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Retirement PlanningInvestment ManagementEstate PlanningTax-Efficient InvestingBusiness Exit PlanningCollege Savings
29 professionals match your filters
Verified
Demo profileCarmen Sullivan
CFP · Wealth Advisor
Sullivan Tax Partners
Dallas, TX15 yrs experience
Retirement PlanningEstate Planning
Sample listing used to illustrate coverage — not a verified professional.
Wealth Advisor
Demo profileMichael Novak
ChFC · Wealth Advisor
Novak Consulting
Atlanta, GA23 yrs experience Virtual
Investment ManagementTax-Efficient Investing
Sample listing used to illustrate coverage — not a verified professional.
Wealth Advisor
Demo profilePriya Salazar
CFP · Wealth Advisor
Salazar & Associates
Seattle, WA5 yrs experience Virtual
Estate PlanningBusiness Exit Planning
Sample listing used to illustrate coverage — not a verified professional.
Wealth Advisor
Demo profileSofia Reyes
ChFC · Wealth Advisor
Reyes Tax Partners
Baltimore, MD13 yrs experience
Tax-Efficient InvestingCollege Savings
Sample listing used to illustrate coverage — not a verified professional.
Wealth Advisor
Demo profileGrace Nguyen
CFP · Wealth Advisor
Nguyen Consulting
San Jose, CA21 yrs experience Virtual
Business Exit PlanningRetirement Planning
Sample listing used to illustrate coverage — not a verified professional.
Wealth Advisor
Demo profileIsabel Sullivan
ChFC · Wealth Advisor
Sullivan & Associates
Miami, FL3 yrs experience Virtual
College SavingsInvestment Management
Sample listing used to illustrate coverage — not a verified professional.
Wealth Advisor
Demo profileHolly Novak
CFP · Wealth Advisor
Novak Tax Partners
Detroit, MI11 yrs experience
Retirement PlanningEstate Planning
Sample listing used to illustrate coverage — not a verified professional.
Wealth Advisor
Demo profileLeah Salazar
ChFC · Wealth Advisor
Salazar Consulting
St. Louis, MO19 yrs experience Virtual
Investment ManagementTax-Efficient Investing
Sample listing used to illustrate coverage — not a verified professional.
Wealth Advisor
Demo profileTessa Reyes
CFP · Wealth Advisor
Reyes & Associates
Brooklyn, NY27 yrs experience Virtual
Estate PlanningBusiness Exit Planning
Sample listing used to illustrate coverage — not a verified professional.
Wealth Advisor
Demo profileElena Nguyen
ChFC · Wealth Advisor
Nguyen Tax Partners
Phoenix, AZ9 yrs experience
Tax-Efficient InvestingCollege Savings
Sample listing used to illustrate coverage — not a verified professional.
Wealth Advisor
Demo profileAlicia Sullivan
CFP · Wealth Advisor
Sullivan Consulting
Raleigh, NC17 yrs experience Virtual
Business Exit PlanningRetirement Planning
Sample listing used to illustrate coverage — not a verified professional.
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