aka The Money Lady
Deanna Rossi
Deanna has been an entrepreneur in the financial service industry since 2001. She holds various licenses and has been recognized for her assistance with clients and other entrepreneurs alike. Throughout her career she has carried the Life Insurance License and the Health Insurance License in various states, as well as the Series 6, Series 63, Series 26, and Series 65 licenses. She has also worked in the mortgage industry. She coaches and trains other professionals to follow her lead in treating every client as her only client and maintaining an outstanding reputation in the marketplace. She has balanced her career with various philanthropic endeavors all while being a mother.
Client Services
This brief video highlights the services offered by Deanna and her team of Independent Financial Professionals.
Your agent will identify where you are now financially and where you want to go. They will plot out a full financial road map to get you from point A to point B!
​
The Financial Needs Analysis is offered at NO COST
to you and your family!
Schedule a time for a customized financial needs analysis today!
Licensed Agents
Already have a license and want to join The Money Lady to serve clients as an Independent Financial professional?
Don't feel like you are where you "should" be at this point in your career?
Have you been successful but don't feel you have reached your full potential?
​
Do you believe in treating every client like they are your only client?
​
Watch this brief video for more info!
Money Mentor
Want to become a certified Money Mentor?
The Money Lady's
Money Mentor certification program is broken into an 8 weeks eCourse.
This self-paced self-study online course is complimented by live weekly zooms with our Certified Money Mentors.
​
If you are a Financial Literacy teacher, an HR Director, a recent College Grad, or an Industry Pro, a Money Mentor certification will differentiate you in the job market.
