Richard RossoCFP®, CIMA
Richard is a Financial Advisor who helps clients achieve financial independence, build, manage, and preserve wealth and save for retirement.
- About Richard
- Questions & Answers
I am a money manager, holistic wealth partner breaking down financial dogma one mind at a time.
- MS, Financial Planning , College For Financial Planning
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Typical Clients & Fee Structure
People near retirement
Commission and Fee
May be paid either on a fee-based basis (e.g. fixed, flat, hourly, percentage, etc) or via commission.
Paid hourly for time spent meeting with a client or working on their behalf.