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PERSONAL WEALTH MANAGEMENT SERVICES
PRIVATE WEALTH MANAGEMENT

Jennifer Rossi

ChFC®, AIF®

Managing Director
Wealth Management | Client Engagements
Chief of Staff | Shareholder

“We have deep, lifelong client relationships. We’ve worked for most of our clients for so long that they are part of our family and we are part of theirs. We’ve lived through the ups and downs and ins and outs of each others’ lives.

I think our clients recognize that what we all have here at Intelligent Capitalworks is extremely rare.”

Profile

Jennifer Rossi co-founded and joined the firm in 2005 and is Chief of Staff. Jennifer leverages her multi-disciplinary problem-solving career experience to oversee and manage the firm’s internal operations and optimize administrative workflows. She focuses on making time, information, and decision processes more effective.

Jennifer serves on the six-member wealth management team for each client. She manages the engagement for each client wealth management team, links the team and integrates and connects the team’s various work streams.

Jennifer is a Chartered Financial Consultant® and Accredited Investment Fiduciary® and is FINRA Series 65 licensed.

Prior to joining the firm, Jennifer worked at the tax practice of Allen Nahrwold, CPA and the tax practice of Bernard & Stallman, CPAs as a tax preparer.

Jennifer and Vincent reside in the Valley and together they are the proud parents of a commissioned US Naval Officer and four other wonderful adult children and are active in their church.

Professional Accreditation

Chartered Financial Consultant®
Accredited Investment Fiduciary®
Investment Advisor Core Compliance Certificate

Education

Chartered Financial Consultant Certificate
     The American College of Financial Services

Bachelor of Science in Business Administration
     University of Phoenix