Richard J. Rosnack,
CFP®, CIMA®, CLU®, MSFS
Wealth Manager
Registered Principal, RJFS
Richard J. Rosnack is the founder and president of the Rosnack Financial Group, Inc. Richard is a wealth and money manager as well as a registered principal with Raymond James Financial Services, Inc.
Richard has a Master of Science degree in financial services from the American College and a Bachelor of Arts degree in business administration with a concentration in finance from Cleveland State University. Richard is a CERTIFIED FINANCIAL PLANNER® CFP® practitioner and holds the professional designations of Certified Investment Management Analyst® (CIMA®), Chartered Financial Consultant® (ChFC®), Chartered Life Underwriter® (CLU®), Accredited Estate Planner (AEP) and Chartered Advisor in Philanthropy (CAP™).
Richard began his financial advisory career in 1984 with American Express Financial Advisors (AEFA) and remained there until he left to establish the Rosnack Financial Group, Inc., in 2005. Over his 21 years with AEFA, he established himself as one of the top financial advisors in the company’s history based on production.1 Richard continues to advise, consult and provide wealth and money management services to his established clients and works to build new relationships. Since joining Raymond James in October 2005, Richard has been on Raymond James’ prestigious Leader’s Council yearly since 2007 and has presented at their National Conferences.2
Richard is committed to philanthropic pursuits. Locally, he has served as president of the International Association of Financial Planning (IAFP) (now merged with the Financial Planning Association (FPA), as a financial columnist for the local Sarasota paper, and has appeared on local television stations as a financial planning and wealth management specialist.
Richard lives in Sarasota with his wife Linda and has two adult children, Richie and Robbie.
Richard Rosnack has obtained the following: professional designations/ degree:
CFP - Certified Financial Planner® from the CFP Board (www.cfp.net)
CFP® professionals have met extensive training and experience requirements, and commit to CFP Board's ethical standards that require them to put their client's interest first.
CIMA - Certified Investment Management Analyst® from The Investment & Wealth Institute (www.investmentsandwealth.org)
Certified Investment Management Analyst® (CIMA®) certification is the peak international, technical portfolio construction program for investment consultants, analysts, financial advisors and wealth management professionals.
ChFC - Chartered Financial Consultant® from The American College (www.TheAmericanColleg:e.com)
The ChFC® program covers a must-have list of requirements for financial advisors, from knowledge on tax and retirement planning to special needs advising, wealth management, insurance and more.
CLU - Certified Life Underwritter® from The American College (www.TheAmericanColleg:e.com)
A CLU® certification gives advisors an in-depth knowledge of life insurance underwriting concepts and life insurance law within the context of overall risk management, knowledge to help clients address their estate planning needs and an understanding of solutions addressing the life insurance underwriting needs of business owners and professionals.
CAP - Chartered Advisor in Philanthropy® from The American College (www.TheAmericanColleg:e.com)
The Chartered Advisor in Philanthropy® (CAP®) designation is a cross-disciplinary curriculum that spans and synthesizes the arts and sciences of philanthropic planning, including taxation, finance, fundraising, purposeful planning, family dynamics, psychology and strategic philanthropy.
AEP - Accredited Estate Planner® from The National Association of Estate Planners & Councils (www.naepc.org)
Awarded only to estate planning professionals who meet special requirements of education, experience, knowledge, professional reputation and character.
MSFS - The Master of Science in Financial Services (MSFS) is an accredited Masters degree program with concentrations in Legacy or Retirement Planning. MSFS provides the tools needed to analyze, plan and implement integrated financial and life strategies. The American College of Financial Services is the premier educational institution dedicated to the development of financial services professionals. Graduates and designees of The American College of Financial Services have studied, passed rigorous exams, and proven that they not only have the technical knowledge to serve their clients, but have sworn to practice ethically and in the best interest of the people they serve. (www.TheAmericanCollege.com)
1 The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. No fee is paid in exchange for this ranking. 2 Membership is based on prior fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. No fee is paid in exchange for this award/rating.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA®” and “Certified Investment Management Analyst℠.” Use of CIMA® and/or Certified Investment Management Analyst℠ signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.
