Kurt J. Rossi is the President and CEO of Independent Wealth Management, a firm dedicated to guiding individuals toward a deeper understanding of true wealth in their lives. Kurt is a CERTIFIED FINANCIAL PLANNERtm Practitioner (CFP®), Chartered Retirement Planning Counselor (CRPC®), Accredited Investment Fiduciary (AIF®), sought after speaker and industry professional. He completed the program in financial planning with The College for Financial Planning, and passed the national CFP® certification examination administered by the National Board of Certified Financial Planners. Kurt is also a member of the national and regional chapters of the Financial Planning Association (FPA).
