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Charles Rossi, CFP®

Charles Rossi, CFP®

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location of Charles Rossi, CFP®Scottsdale, Arizona, United States

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  • Timeline

  • About me

    Financial Advisor | Portfolio Manager at Intelligent Capitalworks Fiduciary Wealth Management

  • Education

    • Creighton University's Heider College of Business

      -
      Master of Investment Management and Financial Analysis

    • W. P. Carey School of Business – Arizona State University

      -
      Master of Taxation and Data Analytics

    • Villanova University Charles Widger School of Law

      -
      Graduate Tax Program Estate Planning Certificate (2024 Candidate)

    • NYU School of Professional Studies

      -
      Advanced Diploma in Financial Planning

    • University of Leeds

      2015 - 2016
      Mathematics in Applied Finance

    • The London School of Economics and Political Science (LSE)

      -
      Business Valuation and Security Analysis

    • London Business School

      -
      Equity Investment Management Program

    • Arizona State University - W. P. Carey School of Business

      -
      Bachelor of Science in Finance

  • Experience

    • Intelligent Capitalworks

      Feb 2014 - now

      • Wealth Advisor

        May 2023 - now

      • Portfolio Manager

        May 2020 - now

      • Financial Advisor

        May 2018 - May 2023

      • Investment Research and Portfolio Management Associate

        Sept 2014 - May 2020

      • Investment Research Intern

        Feb 2014 - Sept 2014

    • Help In Healing Home Foundation

      May 2023 - now
      Board Member

  • Licenses & Certifications