Dr. Brandon Rosi offers a distinctive, insightful perspective to financial advising, shaped by his background as a healthcare provider. His experience in physical therapy cultivated strong communication skills and a client-focused approach, with a deep understanding of the connection between health and financial well-being. Leveraging his expertise in insurance and medical practice, Brandon is passionate about guiding clients toward their financial goals.

Originally from Ohio, Brandon earned a Bachelor of Science in Biology with a minor in Psychology and a Doctor of Physical Therapy from The University of Findlay, where he met his wife, Samantha. He specializes in helping healthcare providers in private practice secure their financial futures, independent of their business success.

In his free time, Brandon enjoys snowboarding, beach outings, and personal fitness, while cherishing moments with his wife and two children.

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  brandon@keystonepw.com
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  760-818-7495