David Rossett, CFP®, ChFC®, CLU®, RICP®

Wealth Management Advisor


David Rossett has been a part of the financial services industry since 1988.

He is a graduate of the State University of NY (Stony Brook) with a Bachelor of Arts degree in Psychology.

Associations and Memberships

National Association of Insurance and Financial Advisors: 2012-2017

Million Dollar Round Table

  • Qualifying Member: 1996, 1999-2006
  • Qualifying Life Member: 2008-2017

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