W.J. Rossi
Analyst-Fixed Income at Koss-Olinger Consulting LLC
Profile
Mr. William J.
Rossi, III, is a Partner at Koss-Olinger Consulting LLC.
His areas of expertise are investment management, estate planning, 401k's and creating income distribution strategies during retirement.
He sits on Koss Olinger's Investment Advisory Committee.
He received his undergraduate degree from the University of Florida.
He obtained both the Certified Financial Planner and Chartered Financial Consultant designations.
W.J. Rossi active positions
| Companies | Position | Start |
|---|---|---|
Koss-Olinger Consulting LLC
 Koss-Olinger Consulting LLC Investment ManagersFinance Koss Olinger Consulting LLC (Koss Olinger) is an independent registered investment advisor headquartered in Gainesville, Florida. The firm was co-founded by Bill Koss and Bill Olinger in 1969 as Koss Olinger Financial Group. In 2009, the group became two separate independent entities - Koss Olinger and Co. LLC and Koss Olinger Consulting LLC. Koss Olinger provides personal and professional wealth management services to individuals, families and businesses. | Analyst-Fixed Income | 01/01/2009 |
Training of W.J. Rossi
| University of Florida | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
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Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
Koss-Olinger Consulting LLC
Koss-Olinger Consulting LLC Investment ManagersFinance Koss Olinger Consulting LLC (Koss Olinger) is an independent registered investment advisor headquartered in Gainesville, Florida. The firm was co-founded by Bill Koss and Bill Olinger in 1969 as Koss Olinger Financial Group. In 2009, the group became two separate independent entities - Koss Olinger and Co. LLC and Koss Olinger Consulting LLC. Koss Olinger provides personal and professional wealth management services to individuals, families and businesses. | Finance |
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