Judi Rossetti
Why I Became a Financial Advisor
After more than two decades in investment research as a CFA Charterholder, I transitioned to financial advising to make a more personal impact with individuals and families. Wealth management allows me to use the same skills—research, financial strategy, client communication—to help individuals and families make informed, confident financial decisions.
My mother also played a pivotal role in inspiring this path. She managed our family’s finances and her example shaped my desire to help others—particularly women— actively engage in their financial planning.
MY FOCUS
Empowering Your Financial Journey
My approach to financial advice involves listening to clients and discovering their unique goals, values, and circumstances. This process includes assessing their financial situation, risk tolerance, time horizon, and objectives. I partner with clients to create holistic financial plans that integrate investment strategies, tax efficiency, estate planning, and risk management. Maintaining long-term diversified financial plans allows clients to remain confident through market cycles to achieve life goals, whether they involve buying a home, funding education, or securing a comfortable retirement.
About Judi
Judi joined Forum Financial Management in 2025 as a Financial Advisor. Before joining Forum, Judi held senior research analyst roles at Macquarie Asset Management and AMP Capital. She began her career in public accounting and also was a controller at a private equity firm.
With decades of experience in the investment industry, Judi brings a deep understanding of financial markets, risk management, and investment strategy through economic cycles. These skills translate directly into building thoughtful, resilient portfolios for individual clients. With a foundation built on the ethical standards and comprehensive curriculum of the CFA program, Judi provides client-focused advice that incorporates both technical expertise and a long-term perspective.
MY ARTICLES & INSIGHTS
A PERSONAL APPROACH
Tell Us About Your Financial Life and Aspirations
Your experience begins with an initial meeting to identify your financial vision for the future and risk tolerance levels. We review our investment philosophy and approach with you so that you fully understand each milestone of our process and how our relationship will evolve over time.
PREVIOUS 
Discuss Topics Crucial to Your Financial Success
Over the course of the next few meetings, the content and breadth of each meeting is defined by your personal needs. We can review your estate planning and risk management needs, discuss retirement accumulation or distribution planning, evaluate educational funding needs, review your tax situation, and go over any other items crucial to your financial success.
PREVIOUS Develop a Strategic Plan Unique to You
Once you select an allocation, we put together a strategic implementation plan that will coordinate investment of your portfolio between qualified (tax-advantaged) assets and non-qualified assets in order to maximize tax efficiency. The topics we address during our time with you vary depending on your unique needs and situation.
Putting Your Plan Into Action
We establish your Forum account based on the portfolio allocation we discussed and what we learned about your risk tolerance and financial goals. With your new Forum account now in place, you will have the opportunity to access your Forum Client Portal for the first time and connect with members of the Forum Client Service team.
Review Goals and Plans When Your Life Changes
You will receive reporting that will clearly show your performance net of all fees and compared to applicable market indexes. Additionally your assets are held at a reputable third-party custodian that furnishes independent monthly reports so you can feel confident about the safe handling of your money.
