Ed Rossi, Social Security Planning Planner
Ed Rossi
Senior Wealth Advisor , OakHarvest Financial Group
Professional Profile
Ed Rossi is a dedicated Senior Wealth Advisor at OakHarvest Financial Group, located in Houston, TX, with an impressive 33 years of experience in the financial industry. With a focus on pre and post retirees, Ed specializes in risk management, income planning, tax strategies, health considerations, and estate planning. His extensive credentials, including CFP®, CWPA®, TPCP®, CES™, and CTS™, underscore his commitment to providing sound financial advice tailored to the unique needs of his clients.
What sets Ed apart is his approach within a boutique firm environment, where he delivers personalized service that truly considers each client's specific situation. He believes in building lasting relationships based on trust and understanding, ensuring that every financial strategy aligns with his clients' goals and values.
Beyond his professional expertise, Ed is a proud, native Houstonian and a huge BBQ fan, which reflects his warm, approachable demeanor.
As a holder of the NSSA® Social Security certification, Ed Rossi brings specialized knowledge of Social Security planning to every client relationship.
He understands the importance of a holistic financial plan that not only addresses immediate concerns but also supports long-term aspirations. With Ed Rossi, clients can expect a knowledgeable, experienced partner who is genuinely invested in their financial well-being.
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How an NSSA® Certified Advisor Will Help You
An NSSA® Certified Advisor provides the knowledge and expertise needed to maximize your Social Security benefits and help you achieve a secure retirement.
Avoid Costly Social Security Claiming Mistakes
Navigating Social Security rules can be complex, and even small mistakes can cost you thousands of dollars in lost benefits. An NSSA® Certified Advisor ensures you make informed decisions and avoid costly errors.
Holistic Retirement Planning
An NSSA® Advisor integrates your Social Security strategy with your overall retirement plan, ensuring your assets work together to meet your financial goals and a clearer path to a secure future.
Guidance You Won’t Get from the Social Security Office
The Social Security office provides information but doesn’t offer personalized advice or strategies. An NSSA® Certified Advisor delivers tailored solutions based on your unique circumstances and goals.