Brandon Rosi, Financial Advisor with Keystone Private Wealth

Palm Desert, California

★ 5.0 (3 reviews)
Call (760) 818-7495 Visit website →

About

Brandon Rosi is a CFP-credentialed financial advisor based in Palm Desert, California, operating with Keystone Private Wealth. He provides financial planning and retirement planning services. The firm holds a 5-star rating on Google.

Specialties

Retirement Planning

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 7:30AM-5PM, Tuesday: 7:30AM-5PM, Wednesday: 7:30AM-5PM, Thursday: 7:30AM-5PM, Friday: 7:30AM-5PM, Saturday: Closed
SEC registered
No

Professional credentials

CFP

Certified Financial Planner

Comprehensive financial planning certification requiring extensive education, examination, experience, and ethical standards

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