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Lisa Rossi

2975 Westchester Ave. Ste. 418

Purchase , NY




(914) 437-7065

For 25 years, Lisa M. Rossi has empowered clients by helping them make smart choices about money so they may pursue their goals and keep fulfilling their dreams. Given her entrepreneurial spirit, she founded her independent firm, Stratos Wealth Advisory Group, because she is passionate about helping clients and focusing on personal service. Armed with her CFP® designation since 2004, Lisa plays a big hands-on role in her clients' lives and brings a broad comprehensive perspective on wealth management guidance.

Lisa is keenly aware of the needs of small business owners, corporate executives and retirees and has positioned herself as a trusted professional that can help them address issues that are critical for their long-term success. She is frequently quoted in industry and business journals and has earned numerous industry awards.

Lisa feels blessed to be involved in a career which is both rewarding and challenging everyday, allowing her the ability to help her clients' pursue a life they love and dreamed of, while saving them the two most valuable resources as they see it - time and money.

She currently lives in Northern Westchester with her husband and partner, Peter, has 2 children, Nicholas and Julia and loves to travel, play golf, and spend time with her family.

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