Robert J Rossi
Investment adviser representative at R2 Wealth Management Partners
28 yearsExperience
2 statesRegistered in
ChFC®, CFP® certificationDesignations
$236MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
28 years in the industry.
- R2 Wealth Management PartnersDec 2025 to now
- R2 Capital Strategies, LLC dba R2 Wealth Management PartnersSep 2025 to now
- Paradigm Wealth LLCFeb 2016 to now
- Rossi Financial ServicesJan 1998 to now
- R2 Wealth Management PartnersFeb 2016 to Dec 2023
- Securities America IncFeb 2016 to Oct 2019
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 2 states (NE, TX).
R2 Wealth Management Partners
Legal name: R2 Capital Strategies, LLC
$236MAssets managed
430Clients
3Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2972148
- Firm CRD
- 338490