W.J. Rossi, CFP, ChFC
Koss Olinger Partner W.J. Rossi specializes in wealth management and estate planning for affluent individuals and families. He is the past president of the Estate Planning Council of North Florida. Rossi serves as the finance chair for Tyler’s Hope for a Dystonia Cure Foundation and on the board of the Community Foundation of North Central Florida. He received the Legacy Award from the Community Foundation of North Central Florida in 2019.
I interned at Koss Olinger in Gainesville while pursuing my bachelor’s degree in finance and economics at the University of Florida. After graduation, I accepted a position as a financial planner and have been here for over 25 years. I was mentored by our founders and now have the opportunity to mentor younger advisors.
I find tremendous fulfillment in my work. I love the Koss Olinger team and our clients. The people in this community are generous, honest and hard working. It is very rewarding to help them navigate their financial lives and accomplish their goals. I feel very fortunate to do what I do.
I would encourage any recent graduate or young professional to explore the many job opportunities this area has to offer.
Greater Gainesville has the best of both worlds. We have the cultural benefits typically only found in large cities and the close-knit feel of a small town.
My wife, Stephanie, and I appreciate all there is to do here with our three children, Nicholas, 16, Isabella, 14, and Alexandra,12. On weekends when we are not busy attending their sporting events, we are very active. We love going to the springs or the beach. We also enjoy hiking at Paynes Prairie or kayaking at Cedar Key.
The Curtis M. Phillips Center for Performing Arts, Harn Museum of Art and Butterfly Rainforest at the Florida Museum of Natural History offer great cultural experiences.
Growing up in GG, I remember how much fun it was to follow Gator sports. Now, I enjoy taking my own children. We attend gymnastic meets, football, baseball and basketball games.
Because this area is centrally located, we can take many different day trips. Within two hours you can drive to St. Augustine, Orlando, Tampa or Jacksonville.
This is a wonderful place to grow your career and raise your family. I cannot imagine doing it anywhere else.
By Jennifer Kennedy.