Lisa Rossi Email & Phone Number
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Lisa Rossi Location
- Harrison, NY, US
Lisa Rossi Work
- CEO @ (May 2016 - Present)
- CFP @ (June 2005 - July 2025)
- CFP @ (June 2005 - May 2016)
- Financial Advisor @ (June 1998 - May 2005)
Lisa Rossi Education
- Iona University
(Finance, General)
1988-1992 - Wharton School Executive Education
Lisa Rossi Skills
- Certified Financial Planner
- Wealth Management
- Estate Planning
- Retirement Planning
- Investments
- Asset Management
- Financial Planning
- Intergenerational Wealth Transfer
- Small Business Retirement Planning
Lisa Rossi Summary
- Lisa Rossi, based in Harrison, NY, US, is currently a CEO at Symmetry Wealth Advisory Group. Lisa Rossi brings experience from previous roles at Symmetry Wealth Advisory Group, LEXCO Wealth Management, Inc. and JPMorganChase. Lisa Rossi holds a 1988 - 1992 Iona University. With a robust skill set that includes Certified Financial Planner, Wealth Management, Estate Planning, Retirement Planning, Investments and more. Lisa Rossi has 2 emails and 2 mobile phone numbers on RocketReach.
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