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. Expanding on conventional approaches to financial planning and investment management, Kurt is driven by a heartfelt mission to help people pursue both fulfillment and financial success. He applies his education, experience, and passion for helping others as he serves our clients.
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).
Kurt was recognized by Forbes as a Best-in-State Wealth Advisor and is also a contributor to the Amazon Best-Selling book, “The Power and Impact of Courageous Changemakers, Stories of Life, Love, and Business” where he shares his insights on navigating the intersection of money, joy, and personal fulfillment.
Kurt is a financial columnist for the Times of Trenton & NJ.com and his column “Financial Focus” can be read every other Sunday in the business section. Additionally, Kurt’s www.Bringyourfinancestolife.com site aims to empower readers to improve their financial life.
Kurt also shared his passion for finance and education as an Adjunct Professor of Finance for Monmouth University’s Business School in the Department of Economics, Finance, & Real Estate, previously teaching at both the graduate and undergraduate levels. Investment News also recognized Kurt as a previous 40 Under 40 honoree. Inclusion in this exclusive list was based on accomplishments to date, contributions to the financial advisory industry, leadership and overall promise. Kurt was chosen from more than 800 nominations.
Kurt graduated from The College of New Jersey with a B.S. in Finance and also holds an MBA in Accounting from Monmouth University. He is a member of the international honor society Beta Gamma Sigma which is reserved for the top 20% of all master’s degree students in the field of business. Kurt also serves on the board of trustees for Big Brothers Big Sisters of Coastal & Northern New Jersey.
Kurt enjoys spending time with his family and in nature, especially surfing, snowboarding and hiking.
LPL Financial, Forbes and SHOOK Research are separate entities.
The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.
CRPC conferred by College for Financial Planning (188-LPL).
