Vincent Rossi's Location
Scottsdale, Arizona, United States
Vincent Rossi's Education
- The American College of Financial Services
Master’s Degree
- The American College of Financial Services
Chartered Life Underwriter
- The American College of Financial Services
Chartered Advisor in Philanthropy
- National Association of Estate Planners & Counsels in association with The American College
Accredited Estate Planner
- Metropolitan State University of Denver
Personal Financial Planning Certificate, Certified Financial Planner Certificant
- Canon Financial Institute, in association with Institute of Certified Bankers
Certified Trust and Financial Advisor
- Harvard University, John F. Kennedy School of Government
- Center for Fiduciary Studies at University of Pittsburgh Joseph M. Katz Graduate School of Business
Accredited Investment Fiduciary Analyst
- Investment Management Consultants Association, in association with the Wharton School
Certified Investment Management Analyst
Vincent Rossi's Skills
- Investment Management
- Retirement Planning
- Estate Planning
- Philanthropy
- High Net Worth Individuals
- Multi Generational Wealth Transfer
- Strategic Financial Planning
- Personal Wealth Management
- Portfolio Management
- Investments
Vincent Rossi's Summary
Vincent Rossi, based in Scottsdale, Arizona, United States, is currently a President, Chief Investment Officer at Intelligent Capitalworks | Fiduciary Wealth Management. Vincent Rossi holds a Master’s Degree @ The American College of Financial Services. With a robust skill set that includes Investment Management, Retirement Planning, Estate Planning, Philanthropy, High Net Worth Individuals and more, Vincent Rossi contributes valuable insights to the industry. Vincent Rossi has 3 emails on RocketReach.
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