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William J. Rossi, III, CFP®, ChFC
Email: WJR@kofinancial.com
W.J. Rossi is a Partner at Koss Olinger Financial Group where he began his financial services career in 1997 after earning Bachelor of Science degrees in Finance and Economics from the University of Florida. Soon after, he obtained both the Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC) designations.
Mr. Rossi's areas of expertise are investment management, estate planning, and creating income distribution strategies during retirement. He sits on Koss Olinger's Investment Advisory Committee. Rossi's professional insights about comprehensive fee based planning, as used in The Wealth Navigator System, have been quoted in local and national publications, including Money magazine. Additionally, Rossi has spoken at industry conferences such as MDRT's Top of the Table.
A resident of Gainesville since 1987, Mr. Rossi is active in the community serving on board positions at University of Florida's Performing Arts Center, Tyler's Hope, Stop! Children's Cancer, NAIFA Gainesville, and Gainesville Estate Planning Council. WJ is also a member of the Rotary Club, Gainesville Jaycees, and Leadership Gainesville Alumni. He and his wife, Stephanie, have one son and two daughters.
