Guiding Western Washington's Educators Through Crucial Retirement Decisions.
Helping you turn your state pension, social security, and other assets into a retirement income plan designed to last a lifetime.
Your Future
Our ultimate goal is to put a customized, actionable plan in place for you and your family. We want to learn about you, your situation, what you are looking to accomplish, and how you feel about risk. Building a lasting relationship, with an emphasis on understanding and communication is the foundation of our practice.
Meet Your Advisor
Patrick Rossi CRC®
Financial Advisor
patrick.rossi@ceterainvestors.com
I am a Financial Advisor with Cetera Investors, Inc. in the Greater Seattle Area. One of the best aspects of the job is that every day is different and every client is different. I particularly enjoy providing my clients with guidance,...
Your Goals, Our Strategies
Discover an array of services for all your financial needs.
- Investments
Smart investing shouldn’t perplex, puzzle, or confound. Our data-driven strategies may help you avoid even the deepest of pitfalls.
- Retirement
Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited for what’s to come.
- Estate
Effective estate management enables you to manage your affairs during your lifetime and beyond. With years of collective experience, we'll help secure your legacy for generations to come.
- Insurance
Our dedicated professionals can help create the insurance strategy you need. Protect your family from the financial consequences of life's unexpected events with our help.