Ed Rossi

CFP®, CTS™, CPWA®, AAMS®, CRPC®, NSSA®, CES™, CMFC®, Senior Financial 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™) and Certified Private Wealth Advisor® (CPWA®).

Ed and his wife, Jennifer, have been married for over 25 years.  They have two children.  Jacob attends Texas A&M University – College Station.  Their daughter, Kayla, will be joining her brother at TAMU in 2025.  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.

 

Summary
Name
Ed Rossi
Job Title
CFP®, CTS™, CPWA®, AAMS®, CRPC®, NSSA®, CES™, CMFC®, Senior Financial Advisor
Company
Oak Harvest Financial Group