need financial help?
Not sure? That's ok...that's where we come in. Do you have a written retirement plan? Do you have an orphan 401k account that you aren't sure what to do with. Not sure how it's invested? Do you have some money in an IRA or savings account but not sure how this fits into your overall financial picture? If these questions spark some trepidation, you are not alone and we are here to help you make smart choices with your money so you can enjoy piece of mind. We can help you set, plan, implement, and manage your finances so you can focus on what's most important to you.
Learn more here.
Learn more here.
disrupting the financial services industry
our approach
amazing serviceWe want to learn your goals and how you envision your future and ultimately what's most important to you. By understanding you, we can wow you by providing unparalleled service and advice. The service you deserve.
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focusFocus. We think in the long-term and focus on doing a small number of things really well. We choose to make a deep impact rather than trying to boil the ocean. Your success is what's most important, so we focus on you.
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low costAmazon is known as the low cost provider of everything they sell. Similarly, we have been able to strip out the fees the financial industry typically charges - a major win for you. Literally a 50% - 80% savings to you. Ask us and we'll show you how we did this.
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Our purpose is to help you define what is important to you...and then help you achieve it.
We are purpose driven, not profit driven."- Paul R. Rossi, CFA
investment strategy
controllable factors
Active Investing is the costly and frustrating exercise of trying to predict an unknowable future. No one can predict the future, so we don't try. We believe in using time-tested investment strategies - focusing on academic evidence and other factors we can control.
risk and returns
In lieu of trying to "beat" an ever risky market, we structure your investment strategy to cost-effectively capture available market returns according to your unique financial goals and risk tolerance. We employ patented Risk Fingerprint technology built on the academic framework that won the Nobel Prize in Economics in 2002 to accurately measure your appropriate level of risk.
risk management
We apply powerful analytical software coupled with our experience to stress-test portfolios to minimize unnecessary market risk, so you can better stick to your plan. Click here to learn more.
Active Investing is the costly and frustrating exercise of trying to predict an unknowable future. No one can predict the future, so we don't try. We believe in using time-tested investment strategies - focusing on academic evidence and other factors we can control.
risk and returns
In lieu of trying to "beat" an ever risky market, we structure your investment strategy to cost-effectively capture available market returns according to your unique financial goals and risk tolerance. We employ patented Risk Fingerprint technology built on the academic framework that won the Nobel Prize in Economics in 2002 to accurately measure your appropriate level of risk.
risk management
We apply powerful analytical software coupled with our experience to stress-test portfolios to minimize unnecessary market risk, so you can better stick to your plan. Click here to learn more.
clear process
step-by-step client care
getting started
Even if we seem like a good fit for you, we know it can be daunting to take that first step. Our clear process walks you through a well-planned approach to get started.
building momentum
Our relationship unfolds at a relaxed and comfortable pace, with ample time to discover. Together we will implement and systematically review your wealth-building retirement goals.
moving forward
Each step of the way, you'll know where you stand, where you want to go as our relationship unfolds, and how we are going to help you get there.
Even if we seem like a good fit for you, we know it can be daunting to take that first step. Our clear process walks you through a well-planned approach to get started.
building momentum
Our relationship unfolds at a relaxed and comfortable pace, with ample time to discover. Together we will implement and systematically review your wealth-building retirement goals.
moving forward
Each step of the way, you'll know where you stand, where you want to go as our relationship unfolds, and how we are going to help you get there.
Paul R. Rossi, CFA
Receives 2021 and 2022 Five Star Wealth Manager in the Sacramento Area
Receives 2021 and 2022 Five Star Wealth Manager in the Sacramento Area
Five Star Professional conducts research which is objective and recognizes wealth management professionals who show a commitment to clients, demonstrate strong industry credentials and are evaluated on the quality of their current practice. To receive the Five Star Wealth Manager award, a wealth manager must satisfy 10 objective eligibility and evaluation criteria.
- Credentialed as investment adviser representative or a registered investment adviser. Click here for more information about the award.
- Actively employed as a registered investment adviser representative or as a principal of a registered investment adviser firm for a minimum of five years.
- Favorable regulatory and complaint history review.
- Fulfilled their firm review based on internal firm standards.
- Accepting new clients.
- One-year client retention rate.
- Five-year client retention rate.
- Non-institutional discretionary and/or non-discretionary client assets administered.
- Number of client households served.
- Education and professional designations.
Rossi Financial Group Receives 2019 Best of El Dorado Hills Award
El Dorado Hills Award Program Honors the Achievement
EL DORADO HILLS December 23, 2019
Rossi Financial Group has been selected for the 2019 Best of El Dorado Hills Award in the Financial Services category by the El Dorado Hills Award Program.
Each year, the El Dorado Hills Award Program identifies companies that we believe have achieved exceptional marketing success in their local community and business category. These are local companies that enhance the positive image of small business through service to their customers and our community. These exceptional companies help make the El Dorado Hills area a great place to live, work and play.
El Dorado Hills Award Program Honors the Achievement
EL DORADO HILLS December 23, 2019
Rossi Financial Group has been selected for the 2019 Best of El Dorado Hills Award in the Financial Services category by the El Dorado Hills Award Program.
Each year, the El Dorado Hills Award Program identifies companies that we believe have achieved exceptional marketing success in their local community and business category. These are local companies that enhance the positive image of small business through service to their customers and our community. These exceptional companies help make the El Dorado Hills area a great place to live, work and play.