Patrick Rossi, CSSCS, CRC®

Patrick specializes in creating retirement distribution plans using a strategy called Advanced Time Segmentation, designed specifically to solve today’s retirement income challenge. He also loves hosting educational seminars on the Washington State Retirement System and Social Security. But Patrick’s true passion lies in helping educators achieve their financial goals.

Patrick grew up in North Carolina, and he was a pitcher on the baseball team while attending Belmont Abbey College where he graduated with Honors in 2012. He double majored in Business Management and Sports Management with a minor in Accounting. He started his career in the financial services industry right after graduation. The opportunity to help educate families on financial decisions, as well as developing plans to help them accomplish their goals drew him to his chosen career path as a financial advisor. After starting at Cetera Investors in the Charlotte NC office, he transferred to the Seattle Office. They wanted to be closer to his wife’s family before starting their own family.

Patrick is married to his wife Alexis, and together they have three children: Louise, Phoebe, and Bennett. He enjoys spending time with his family, cooking, and is an avid baseball fan.