Paul Richard Rossi

Employer firm

Rossi Financial Group CRD 164096

$41.6M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2012 → Present
  Rossi Financial Group
  El Dorado Hills, CA

Other Businesses

2009-PRESENT: REAL ESTATE BROKER/NOT INVESTMENT RELATED/EL DORADO HILLS, CA/BROKER/CA DEPT OF REAL ESTATE LICENSE #01849220/INVOLVES LESS THAN 1% OF TIME

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-09-30

Designations

• Chartered Financial Analyst