David Rossett

David Rossett

Wealth Management Advisor

  • CFP®
  • ChFC®
  • CLU®
  • RICP®
FINRA BrokerCheck
  • CA License: #0B85255

245 Park Ave Ste 1800,
New York, NY 10167
646-366-6624 Visit my website

About my practice

My team and I have been helping provide "Financial Peace of Mind" for over 25 years. Our holistic and creative approach to business and personal Wealth Management can bring you closer to setting, and achieving your financial goals. It is through our strong relationships with our clients that we are able to address their financial needs now while looking into the future to achieve their dreams.

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