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Home : Our Firm : Advisory Team : WJ Rossi, CFP®, ChFC
Advisory Team
 
William J. Rossi, III, CFP®, ChFC
William J. Rossi, III, CFP®, ChFC
Email: WJR@kofinancial.com

W.J. Rossi is a Financial Advisor at Koss Olinger Financial Group where he began his financial services career in 1997 after earning dual Bachelor of Science degrees in Finance and Economics from the University of Florida. Soon after, he earned both the Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC) designations.

Mr. Rossi's areas of expertise are investment management and comprehensive financial planning, including the use of investment and insurance strategies to accumulate, preserve and transfer personal wealth. His professional insights about these subjects have been quoted in local and national publications, including Money magazine, and his articles have been published in numerous professional journals and publications such as his regular contributions to "House Calls", the Alachua County Medical Association magazine.

A resident of Gainesville since 1987, Mr. Rossi is active in the community and currently serves as the President of Stop! Children's Cancer, President of NAIFA, Gainesville and President of the Gainesville Estate Planning Council. WJ is also a member of the Rotary Club, the Gainesville Jaycees, Leadership Gainesville Alumni, the Financial Planning Association, and is on the Board of Tyler's Hope. He and his wife, Stephanie, have one son.

 
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