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- Custodian
- SEI
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-07-1996
- Office Locations
- 1
Office Locations
About Rossi Financial Associates, Inc.
Rossi Financial Associates is a Monroeville, PA fiduciary wealth management firm providing comprehensive financial planning and ongoing portfolio management, from accumulation through preservation and distribution, with tax-aware guidance and retirement-focused implementation. Its investment approach emphasizes academic, evidence-based strategies, cost-efficient market return capture, and disciplined risk management using portfolio stress-testing tools. Led by CFA Paul R. Rossi (Five Star Wealth Manager 2021-2024).
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Investment Themes
Investment Vehicles
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Owner & Executives
PAUL ALAN ROSSI
Chief Compliance Officer, Partner, President
- CRD
- #2655112
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,065,705 | -- |
| Non-Discretionary | $34,016,061 | -- |
| Total | $59,081,766 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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