Emmy and Patrick have been working together as a team since 2016 in the Seattle area. Emmy and Patrick bring over 31 years of combined industry experience.
They are Washington State Education Association Retirement Specialists for several school districts and love hosting seminars to educate employees on their options. In addition, they specialize in putting together retirement income plans for clients that are approaching retirement.
If you are interested in having the Trident Wealth Planning team host a complimentary workshop for your organization, or if you would like a complimentary one-on-one consultation to assess your retirement strategy, please contact us at twp@ceterainvestors.com or 206-649-7236.
Patrick Rossi, CSSCS, CRC®
Co-Founder & Financial Advisor
Alek Robertson
Senior Client Services Associate
Natalie Campbell
Client Services Representative
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.