Ross Levin (CFP®)
Ross Levin focuses in the
following client markets or areas of practice:
- Charitable Giving
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Medical Professionals
- Charitable Giving
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Medical Professionals
Planning Specialties
Ross Levin is the Founding Principal and President of Accredited Investors Inc. His book, Implementing the Wealth Management Index: Tools to Build Your Practice and Measure Client Success, expands upon Mr. Levin's groundbreaking Wealth Managment Index™ tool. His third book, Spend Your Life Wisely™: The Deeper Meaning of Money, shares his humorous and thoughtful approach to life and money. Mr. Levin launched the CCH Journal of Retirement Planning and served as Editor for two years. He is a regular columnist for the Journal of Financial Planning and the Star Tribune and a sought after speaker on financial matters.
He was named one of the top financial planners nationally by Barron’s, Money Magazine, Worth Magazine, Mutual Funds Magazine, and Medical Economics. He has been featured in numerous books. He was named by Financial Planning magazine as one of the five most influential people in financial planning and received their first lifetime achievement award. Investment Advisor magazine named him one of the thirty most influential individuals in and around the advisory profession over the
Additional Information
Mr. Levin served as Chairman of the International Association for Financial Planning, which is now the FPA. He also has served on the Board of Governors for the CFP Board of Standards in Denver, Colorado.
NAPFA Start Date
July 02, 2008
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