W.J. Rossi
Analista-Renta Fija en Koss-Olinger Consulting LLC .
Perfil
Mr. William J.
Rossi, III, is a Partner at Koss-Olinger Consulting LLC.
His areas of expertise are investment management, estate planning, 401k's and creating income distribution strategies during retirement.
He sits on Koss Olinger's Investment Advisory Committee.
He received his undergraduate degree from the University of Florida.
He obtained both the Certified Financial Planner and Chartered Financial Consultant designations.
Cargos activos de W.J. Rossi
| Empresas | Cargo | Inicio |
|---|---|---|
Koss-Olinger Consulting LLC
 Koss-Olinger Consulting LLC Investment ManagersFinance Koss Olinger Consulting LLC (Koss Olinger) is an independent registered investment advisor headquartered in Gainesville, Florida. The firm was co-founded by Bill Koss and Bill Olinger in 1969 as Koss Olinger Financial Group. In 2009, the group became two separate independent entities - Koss Olinger and Co. LLC and Koss Olinger Consulting LLC. Koss Olinger provides personal and professional wealth management services to individuals, families and businesses. | Analista-Renta Fija | 01/01/2009 |
Formación de W.J. Rossi.
| University of Florida | Undergraduate Degree |
Experiencias
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Relaciones de 1er grado
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Mujer
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Empresas relacionadas
| Empresas privadas | 1 |
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Koss-Olinger Consulting LLC
Koss-Olinger Consulting LLC Investment ManagersFinance Koss Olinger Consulting LLC (Koss Olinger) is an independent registered investment advisor headquartered in Gainesville, Florida. The firm was co-founded by Bill Koss and Bill Olinger in 1969 as Koss Olinger Financial Group. In 2009, the group became two separate independent entities - Koss Olinger and Co. LLC and Koss Olinger Consulting LLC. Koss Olinger provides personal and professional wealth management services to individuals, families and businesses. | Finance |
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