Richard Rosso

Richard Rosso

CFP®, CIMA

Richard is a Financial Advisor who helps clients achieve financial independence, build, manage, and preserve wealth and save for retirement.

  • About Richard
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Advisor Details

Contact Advisor
Company
Senior Financial Advisor at Clarity Financial
Address
2603 Augusta Drive
Houston TX, 77379
Phone
(281) 542-3585
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About Richard

I am a money manager, holistic wealth partner breaking down financial dogma one mind at a time.

Rich Rosso is a financial professional with 24 years experience serving investors. He has helped 165 families manage $270 million in a fee-based advised service for Charles Schwab, Inc. He appears extensively in radio, television an print media. Rich has been quoted in national publications such as USA Today, The Wall Street Journal, New York Magazine and The New York Times. He has contributed commentary to Yahoo! Finance, MarketWatch and http://CNBC.com and is a regular contributor to MarketWatch's Retirement Weekly and ...

Education

  • MS, Financial Planning , College For Financial Planning

Certifications

Registrations
Designations
?
Insurance License
  • TX: #1

Tips from Richard

Richard's videos

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Typical Clients & Fee Structure

Typical Clients

People near retirement
Women
Young couples

Fee Structure

Commission and Fee
May be paid either on a fee-based basis (e.g. fixed, flat, hourly, percentage, etc) or via commission.
Hourly
Paid hourly for time spent meeting with a client or working on their behalf.