Charles Rossi, CFP®

Charles rossi, cfp®

bookmark on deepenrich
location of Charles Rossi, CFP®Scottsdale, Arizona, United States
Followers of Charles Rossi, CFP®339 followers
  • 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