"My real passion is

the intersection of

money and life."


Kurt J. Rossi

Kurt J. Rossi38

CEO and wealth adviser, Independent Wealth Management

Fast Facts

  • Has served as an adjunct professor of finance for both graduate and undergrad students.
  • Offers pro-bono financial planning to needy clients.
  • Volunteers as a Big Brother.

"My real passion is the intersection of money and life, and helping clients through that," said Kurt J. Rossi, describing his approach to the business.

"We leverage our technology, but we humanize it through financial planning," Mr. Rossi explained.

He remembers the time he told a client that he could retire now, instead of working another two years. "I said, 'If you continue to work, you'll leave another $400,000 to your children, but you're never going to be younger or healthier than you are now.' It was a powerful moment."

Mr. Rossi currently serves about 150 households. He has also served as an undergraduate and graduate professor of finance at Monmouth University, and writes a bi-weekly finance column for the Trenton Times. He also has a financial blog, bringyourfinancestolife.com.

And when he's not doing all of that? Mr. Rossi is spending time with his wife and three children, surfing on the Jersey Shore, paddle boarding — and even doing jiujitsu workouts.

– John Waggoner


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