Wealth management advisor Tom Rossi earns CFP certification
Thomas J. Rossi, CLU, CFP, a wealth management adviser with Northwestern Mutual - Chicago's Oak Brook district office has been authorized by the Certified Financial Planner Board of Standards Inc. to use the CFP® certification marks in accordance with CFP Board certification requirements.
"We are proud of Tom for achieving the highest standard in personal financial planning," said Corey McQuade, managing partner, Northwestern Mutual - Chicago. "Earning this designation demonstrates the value he places on doing what is in our clients' best interest as well as his commitment to professional growth."
As a wealth management adviser with Northwestern Mutual - Chicago, Rossi partners with successful business owners, executives and physicians to help them develop comprehensive financial plans tailored to plan for and achieve their life goals.
The CFP certification recognizes individuals who have met the rigorous experience and ethical requirements, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® certificants must also agree to meet ongoing continuing education requirements and to uphold CFP Board's Code of Ethics and Professional Responsibility and Financial Planning Practice Standards.
Rossi joined Northwestern Mutual - Chicago in 1998. He is a four-time recipient of the Northwestern Mutual Forum honor, an exclusive achievement, received by approximately 5 percent of Northwestern Mutual's more than 6,000 financial representatives.
He holds a Bachelor of Arts degree from Loras College, where he was a student-athlete and played on the football team.
An active volunteer in Naperville Youth Athletics, he also mentors students and announces games for the Naperville North High School football team. He is a strong supporter of Northwestern Mutual's childhood cancer program helping raise awareness and funds for childhood cancer research.
He resides in Naperville with his wife, Amy, and four children.
To learn more about Tom, visit his website at www.tom-rossi.com.