DJ Rossi, Financial Advisor located in Punta Gorda, FL

Financial Advisor
DJ Rossi

CEPA®, AAMS®
42841 Lake Babcock Dr Ste 105, Punta Gorda, FL 33982opens in a new window
Accepting New Clients
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Focus Areas

  • Values and Faith Based Investing
  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies

Financial Advisor Certifications

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Baseball
  • Golfing
  • Traveling
  • Reading

Team Members

  • Teri Greer
    Sr. Branch Office Administrator
  • Whittney Ray
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(239) 283-8337

Fax

(855) 647-8005

Office Address

42841 Lake Babcock Dr Ste 105
Punta Gorda, FL 33982opens in a new window

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