#United States #Houston #Tax Planning #Oak Harvest #Ed Rossi

Ed Rossi Achieves Tax Planning Certification

Oak Harvest Financial Group is thrilled to announce that Ed Rossi, a Senior Financial Advisor with a wealth of experience in the financial services sector, has secured the highly esteemed Tax Planning Certified Professional™ (TPCP®) designation. This significant recognition comes from the American College of Financial Services, highlighting Rossi's expertise in delivering advanced tax planning strategies that are integral for financial advisors today.

The Importance of Tax Planning

In the realm of retirement and financial planning, taxes often represent one of the largest expenditures. With this in mind, it becomes crucial for financial advisors to be well-equipped to guide their clients toward tax-efficient decision-making. Ed Rossi’s recent certification comes as a response to this necessity in the industry, and it positions him to offer enhanced guidance in tax strategies.

To earn the TPCP® designation, Rossi undertook rigorous training that included completing three specialized courses centered on tax strategy. Furthermore, he successfully passed a series of challenging examinations while meeting the criteria of over three years of experience in financial planning. Achieving this certification demonstrates not only his dedication to personal growth but also a commitment to the highest ethical standards, aligned with the nationally recognized Code of Ethics and Procedures set forth by the American College.

A Word from Oak Harvest's Leadership

Troy Sharpe, the Founder and CEO of Oak Harvest, emphasized the critical role of taxes in retirement planning, stating, "Ed's achievement reflects both his commitment to excellence and our firm's mission to deliver comprehensive retirement planning that reduces risk, supports income needs, and helps clients pay less in taxes." This perspective underscores the conceptual bridge between investment planning and tax strategy that the TPCP® designation aims to bolster.

As a veteran of over three decades in financial services, Rossi specializes in crafting retirement income strategies, optimizing tax outcomes, and navigating Social Security planning. A native of Houston, he holds a B.B.A. in Finance from the University of Houston and has earned various certifications such as Certified Financial Planner™, Certified Tax Specialist™, Certified Private Wealth Advisor®, and National Social Security Advisor Certificate.

Bridging Gaps in Financial Services

The TPCP® designation allows professionals like Rossi to address the growing demand for comprehensive and integrated financial advice, especially in tax planning—an area where many advisors may lack sufficient knowledge. Indeed, independent studies have continuously highlighted tax planning as one of the most sought-after services among clients, pointing to a significant opportunity for financial professionals to enhance their service offerings.

On July 29, 2025, Rossi will co-host a live YouTube session with his colleague Troy Sharpe at 6:00 PM CT, focusing on the anticipated tax changes that retirees can expect under new legislation. This event will provide an excellent avenue for clients and interested parties to gain in-depth insights into optimized tax strategies for retirement.

About Oak Harvest Financial Group

At Oak Harvest Financial Group, the company prioritizes making dream retirements a reality for its clientele. Their team goes beyond the conventional bounds of investment management by designing tailored financial plans that aim to mitigate risk, amplify income streams, and manage tax liabilities effectively. The firm integrates robust investment management with extensive financial and retirement planning expertise, established by the mantra, 'Investments + Planning designed for real life.'

For more information, you can contact Oak Harvest Financial Group at (281) 822-1350 or visit their website at www.oakharvestfg.com.