Andrea Rossi
Pension consultant and AIEF financial educator
Manages pension and financial planning with a focus on long-term goals.
Their contribution to the firm.
Andrea Rossi specializes in retirement planning and financial education. He begins by assessing the client's personal and professional situation to compare scenarios, timeframes, and risks, ultimately building a plan aligned with future needs.
He has gained experience in the banking sector and in managing family finances, and has taught applied mathematics and financial mathematics at technical institutes. He has been an AIEF-certified financial educator since 2025.
By design, a plan requires periodic reviews: changes in life circumstances and market conditions can shift priorities, making it advisable to re-evaluate previous choices.