Ed Rossi

Lead 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 20 years.  They have two children.  Jacob attends Texas A&M University – College Station.  Kayla is a high school senior and plans to attend TAMU as well.  Ed spends his weekends relaxing with family and friends.  He also continuously attempts to perfect his love of Texas Bar-B-Q.  He smokes everything from brisket, ribs and other ‘novelties’ like bacon-wrapped cookies or jalapeños.