Ed Rossi
CFP®, CTS™, TPCP®, CPWA®, NSSA®, CES™, Senior Wealth Advisor
Ed Rossi brings over 30 years of financial services experience to Oak Harvest. His primary purpose is to help clients meet all their financial goals. Ed believes in a holistic approach to financial planning and provides value to his client’s experience by paying attention to all details of their goals and creating a custom solution for their retirement.
Ed is a native Houstonian, earning his B.B.A. from the University of Houston with a concentration in Finance (1992). Even weeks before his graduation, he began working as an advisor. Since then, he has earned his designation as a Certified Financial Planner™ Professional (CFP®) and is a National Social Security Advisor Certificate holder. Additionally, Ed is a Certified Tax Specialist (CTS™), a Tax Planning Certified Professional (TPCP®) and a Certified Private Wealth Advisor® (CPWA®).
Ed and his wife, Jennifer, have been married for over 25 years. They have two children. Both currently attend Texas A&M University- College Station. Ed spends his weekends relaxing with his family. He also continuously attempts to perfect his love of Texas Bar-B-Q. He smokes everything from brisket, ribs, chicken and other ‘novelties’ like bacon-wrapped cookies, honey buns and jalapeños.
Featured Content & Resources from Ed
Delaying Social Security with Surviving Spouse Benefit: Insights from Certified Financial Planner
Social Security Webinar with Ed Rossi
Certifications & Credentials
CERTIFIED FINANCIAL PLANNER® professional. CERTIFIED FINANCIAL PLANNER® certification is the standard for financial planning. CFP® professionals meet rigorous education, training and ethical standards, and are committed to serving their clients’ best interests today to prepare them for a more secure tomorrow. Learn more here.
Certified Tax Specialist™ From the Institute of Business & Finance, The CTS™ designation is the first of its kind in the industry and has proven effective in helping reducing clients’ tax obligations. With CTS™ knowledge and strategies, you can offer expert guidance on who must file an income tax return, the impact of current tax regulations on individuals, couples, families, and business owners, business income and home businesses, tax credits, itemized deductions, and retirement plans, LLCs and S corporations, and more. Learn more here.
Tax Planning Certified Professional® From the American College of Financial Services, The TPCP® Program equips learners with the skills to identify, evaluate, and implement comprehensive tax strategies for individuals and businesses owners across their lifespan, focusing on maximizing tax benefits while ensuring compliance with current legislation. Learn more here.
Certified Private Wealth Advisor® From the Investments and Wealth Instute, The Certified Private Wealth Advisor® (CPWA®) certification is designed specifically for advisors who work with—or aspire to work with—high-net-worth (HNW) clients. Learn more here.
National Social Security Advisor® Earning an NSSA® certification sets you apart as an expert in Social Security planning. This prestigious credential shows your commitment to excellence, enhancing your professional reputation and credibility in a competitive market. Learn more here.
Certified Estate and Trust Specialist™ From the Institute of Business & Finance, The CES™ designation expands your range of services to include estate planning and asset repositioning on behalf of your financial planning clients. With CES™ knowledge and strategies, you can offer expert guidance on beneficiaries, wills and probates, retirement accounts, taxes, and trusts, living trusts and control trusts, incapacity, post-mortem guidelines, and funerals. Learn more here.
