RWM Financial Group (formerly Rossiter Wealth Management) was founded by Brahm Rossiter in 2003. Brahm grew up in Lemoore California and graduated from Lemoore High School in 1994. He attended and graduated San Diego State in 1999 earning his bachelor’s degree in Sociology. He started his early years as an intern in 1996. He earned his Series 7, Series 66 and Series 24 securities licenses while initially working for PaineWebber. In 2003, Brahm left Paine Webber (who merged during his employment and became UBS Financial Services), becoming an independent advisor with his new company, Rossiter Wealth Management, choosing LPL Financial as his back-office partner. In 2005, Brahm moved his office from San Diego back to his hometown, holding an office at first in Hanford California and then Lemoore California. It was at this time that he brought on Rebecca Reynolds as his office manager and administrative assistant. A decade later, with his business flourishing, Brahm promoted Rebecca to account coordinator, brought on two additional administrative assistants, Ashley Silveira and Donna Rodrigues and an additional Financial Consultant, Marcus Sasaki. Amidst the growth, Brahm changed his business name to RWM Financial Group to better reflect the entire team that represent and support his practice.
The purpose of RWM Financial Group is to promote plan success. Brahm is an Accredited Investment Fiduciary. By working with RWM Financial Group, you can help put your employees on the path working toward a secure retirement. A knowledgeable team and a robust set of tools will help promote plan success.
RWM will lead the way toward retirement readiness for pre-retirees and new generations of employees. Their success comes from your plan’s success. Combining professional dedication, cutting-edge tools and high-impact education with a commitment to service, RWM Financial Group’s process sets a clear direction toward retirement for your valued employees and balances the needs of the employer. The RWM process utilizes features and services that creates value for the employee and the employer.
The Strength of Partnership!
Recognitions and Nominations
2016 - Brahm Rossiter nominated as a “Young Gun” Top Retirement Financial Advisor by the National Association of Plan Advisors (Top plan advisors under the age of 40)
2017 - Brahm Rossiter nominated to the “Winners Circle” as a Top Retirement Plan Financial Advisor by the Shook Research, owned by Barron’s and partnered with Forbes. (7 years financial advisor experience, 1 year at current firm, acceptable compliance records, AUM of $200 million or more)
2018 - Brahm Rossiter was named a finalist in the 2018 PLANSPONSOR Retirement Plan Advisor of the Year
2019 - Brahm Rossiter was named a finalist in the 2019 PLANSPONSOR Retirement Plan Advisor of the Year