At RIA Advisors, we work with a wide range of individuals, families and business clients, providing money management and financial planning services tailored to each client’s needs. Simply put, we’re in the business of helping our clients reach their unique financial objectives. We accomplish this task by taking the time to understand the client’s financial situation, goals and risk tolerance. Based upon this in-depth analysis, we then recommend, develop, implement and monitor their investment portfolio performance.
Richard Rosso has been in the financial services industry for over three decades. Richard has helped individuals, families and small businesses make holistic financial decisions working for Dreyfus and Charles Schwab. He has been part of the RIA Advisors family since November 2012.
Richard Rosso is a featured writer for MarketWatch and a contributor to Money Magazine, NASDAQ.com, Nerdwallet, Christian Science Monitor and USA Today. He is regularly featured on Houston television and radio, including Fox, KPRC, KHOU and 740AM KTRH. He has been quoted in and interviewed for The New York Times, The Wall Street Journal, USA Today and New Yorker Magazine. Richard Rosso holds the CFP®, CEMA® and CEPA® designations.