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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

206-204-3066 Ex.310

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,...

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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.

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