Oak Harvest's Ed Rossi Earns Tax Planning Certified Professional™ (TPCP®) Designation

HOUSTON, July 29, 2025 /PRNewswire/ -- Oak Harvest Financial Group proudly announces that Ed Rossi, CFP®, CPWA®, CTS®, NSSA®, Senior Financial Advisor, has earned the prestigious Tax Planning Certified Professional™ (TPCP®) designation from the American College of Financial Services.

The TPCP® certification recognizes financial professionals who have demonstrated advanced knowledge and applied skill in holistic tax planning strategy. To earn the designation, Rossi completed three specialized courses in tax strategy, passed rigorous examinations, and met the experience requirement of over three years in financial planning—all while maintaining compliance with the American College's Code of Ethics and Procedures.

"With taxes being one of the largest expenses in retirement, it's critical that our advisors are equipped to help clients make informed, tax-efficient decisions," said Troy Sharpe, CFP®, CPWA®, CTS®, Founder and CEO of Oak Harvest. "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."

Rossi brings more than 30 years of financial services experience to his role at Oak Harvest, where he specializes in retirement income strategies, tax optimization, and Social Security planning. A native Houstonian, Rossi holds a B.B.A. in Finance from the University of Houston and is also a Certified Financial Planner™ Professional, Certified Tax Specialist™, Certified Private Wealth Advisor®, and National Social Security Advisor Certificate holder.

"This new certification will help me better connect financial concepts with tax consequences—ultimately giving clients smarter, more efficient planning strategies for retirement," said Rossi.

The TPCP® designation helps advisors bridge the gap between investment planning and tax strategy—meeting a growing client demand for integrated advice. Independent research has consistently ranked tax planning as one of the most desired services among clients, yet it remains an area with significant knowledge gaps across the industry.

Rossi will co-host Oak Harvest's upcoming YouTube livestream with CEO Troy Sharpe, CFP®, on July 29, 2025, at 6:00 PM CT, where they'll break down the tax changes retirees can expect to see in the future under the new legislation. More details about how to attend can be found here.

About Oak Harvest Financial Group

At Oak Harvest, we help make your dream retirement a reality. Our advisors go beyond investment management—we create custom plans designed to reduce risk, increase income, and help clients pay less tax. We bring institutional-grade investment management together with in-depth financial, tax, and retirement planning. It's Investments + Planning designed for real life.

Contact:
Oak Harvest Financial Group
Phone: (281) 822-1350
Email: [email protected]
Website: www.oakharvestfg.com

SOURCE Oak Harvest Financial Group