Rosso Financial Group is an independent financial services firm located in Sea Girt, New Jersey.
At Rosso Financial Group, we focus on our clients and are committed to providing prudent investment advice, financial planning, insurance solutions and creating customized portfolio strategies. We provide our clients with information and guidance that can help them understand and better define their goals.
We are with our clients through all phases of life as they GROW, PROTECT, ENJOY, and DISTRIBUTE their wealth.
The business model at Rosso Financial Group is different from the vast majority of independent, regional and wire house investment firms. We take a team approach for every client we work with and when you work with Rosso Financial Group, you will have access to the entire team—which includes in-depth financial planning and personal portfolio management.
Anthony Rosso, Principal and CEO of the firm brings to the table with him 20 years of financial services experience, a passion for the business and creating an effective, ongoing client relationship. He is the creator and architect of the unique business model that Rosso Financial Group offers its clients. Anthony founded the firm with a vision of providing a service model that goes above and beyond the traditional advisor/client relationship.
Brad Daniels, CFA is our in-house portfolio manager. Unlike other firms where advisors select various models for your investments, we have our own portfolio manager –right in the office! Throughout his career, Brad has managed money for several Fortune 500 companies and major non-profit organizations. Brad brings to Rosso Financial Group over 30 years of experience as an equity fund manager as well as a former research analyst. Brad selects the investments by focusing on corporate cash flow, business momentum and valuations. A classic fundamental research analysist, he diversifies portfolios among the eleven sectors of the market with a focus on long-term growth.
Sean Keating, CFP®, ChFC®, CDFA®, EA®, is not only a Certified Financial Planner, a Chartered Financial Consultant and a Certified Divorce Financial Analyst he also holds the prestigious designation of Enrolled Agent with the IRS. This is not a common designation and very difficult to achieve. Sean is our in-house financial planner. Your financial advisor and Sean work together to make sure the most appropriate plan is implemented, monitored and completely customized for you and your individual situation.
Through a link on our website, you will have access to your own financial website. This customized website can be extremely in- depth or it can be a snap shot of your financial life. You will be able to see all of your assets in one place – no matter where they are held– 24/7.
We will set up the website for you and walk you through the process. You can create cash flow analysis, list goals, large expenses and much more.
You will also have access to a secure, personalized Document Vault. This Vault can hold all of your important papers-- contracts, wills, estate documents, business documents all in one place. You can even store all of your passwords in one secure place!
When you schedule a meeting and meet with your team, you will see first-hand the unique process Rosso Financial Group brings to the table. You will experience what makes us different!
Andy firmly believes that through education and guidance, he helps his clients move in the right direction. He keeps them on track and ultimately helps them pursue their specific financial goals.An industry veteran, Andy has...
A born leader with an entrepreneurial spirit, Anthony is CEO and founder of Rosso Financial Group. He manages the relationships with our broker/dealer and clearing firm along with all operations and compliance. He is involved with...
Senior Portfolio Manager & Senior Investment Consultant
As a mom of four children and a professional woman, Leslie draws from her own experiences to help her clients. She knows the importance of education and independence –which she has not only instilled in her children, but in...
Certified Financial Planner, Enrolled Agent, ChFC, Chartered Retirement Planning Counselor, CDFA