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With more than 40 years of experience in the industry, Ross is held to the highest standards of ethics and professionalism – those set by the CFP® Board.
A CERTIFIED FINANCIAL PLANNER™ is a financial professional who has met the CFP Board of Standards' requirements for education, training, and ethics. CFPs have a fiduciary duty to their clients, meaning they are expected to act in their clients' best interests at all times.
CFP® professionals like Ross take a holistic, personalized approach to bring all the pieces of your financial life together. They are qualified planners with practical financial planning knowledge.
When you seek out financial advice, it’s reasonable to assume your advisor would put your best interests ahead of their own. But the truth is, if the investment advisor isn’t a fiduciary, they aren’t actually required to do so. Not all advisors are held to the same standards when providing advice, so it’s important to know who is obligated to follow both a duty of care and a duty of loyalty to their clients.
Not sure of the value a financial advisor could bring to your life? Check out our client-inspired stories that break down their primary goals, the challenge, and our solution.