Jeff Rossi, CFP® is the founder of Peak Wealth Advisors. He has worked in financial services since 1989 in a variety of sales and executive leadership positions.
Jeff attended the University of Scranton where he received a Bachelors degree in Business Management. He went on to receive a Masters degree in Organizational Performance from Bellevue University. He spent most of his financial career at TD Ameritrade, working as an Investment Consultant, Branch Manager and then eventually transitioning to training and development leadership roles where he developed programs to help Investment Consultants and Advisors provide better support for their clients.
As a Branch Manager, Jeff was responsible for a team of Investment Consultants who provided investors with a broad range of brokerage, mutual fund, and consumer financial products and services on an integrated basis. During this time, Jeff realized people wanted in-depth and ongoing financial guidance and support, more than he could provide in his role as Branch Manager. From the client who walked in with grocery store bags of stock and bond certificates, to the client who sat in the brokerage office all day during trading hours watching the stock ticker in order to track his investments, Jeff realized that everyone could use help from a trusted advisor, even if it was just a tune up. Eventually Jeff leveraged his client experiences and knowledge of the financial markets to become a training and development executive where he developed strategies and programs designed to help Investment Advisors provide value to their clients. This led to the development of an industry leading Advisor University to educate Registered Investment Advisors (RIA’s) on the skills and knowledge needed to help their clients reach their financial goals. Those experiences led Jeff to pursue his CFP certification, pass the CFP Board exam, and eventually launch Peak Wealth Advisors.
Jeff has held FINRA Licenses Series 7, 8, 24, 4, currently holds the Series 63 and 65 and is a CERTIFIED FINANCIAL PLANNER™ professional. He is married with two children and lives in Holmdel, NJ.