richard-rosnack

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.

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.