Ross Riskin, DBA, CPA/PFS, CCFC, MS Tax

Focused on helping you grow, preserve, and enjoy your wealth!

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Riskin Wealth Management, LLC Ross Riskin, DBA, CPA/PFS, CCFC, MS Tax
Newtown, CT

Serving Clients Nationwide

Focused on helping you grow, preserve, and enjoy your wealth!

Areas of Focus

  • Buying a House
  • Capital Gains
  • Education Distribution Planning
  • Education Funding
  • Education Tax Planning
  • Estate Planning
  • Financial Aid Award Letter Reviews and Appeals
  • Financial Aid Planning
  • High Net Worth
  • Inherited Wealth
  • Owning a Business
  • Saving for College
  • Student Loan Advising
  • Student Loan Repayment Plan Advising
  • Taxes

About Me

Ross is the Founder and Managing Member of Riskin Wealth Management, LLC. He also serves as Chief Learning Officer for the Investments & Wealth Institute where his research and professional expertise focus on advice engagement, education planning, and tax and wealth transfer planning for high-income and high-net-worth individuals. He is also the Founder and Chief Creative Officer at visiWealth and sits on the Advisory Board for the American Institute of Certified College Financial Consultants (AICCFC).

Ross is recognized as a thought leader and expert in the areas of tax planning, college planning, student loan advising, and advice engagement, and he is the author of The Adviser’s Guide to Education Planning: 1st and 2nd Editions, which are published by the AICPA. Ross has been the recipient of the 40 Under 40 Award from both InvestmentNews and CPA Practice Advisor and has received the Standing Ovation in Personal Financial Planning Award from the AICPA, and the Accounting Educator of Excellence Award from the CT Society of CPAs. He has been quoted in media outlets such as the Wall Street Journal, CNBC, Yahoo Finance, US News, The New York Times, and Investment News, and has also been published in journals such as the Journal of Wealth Management, Journal of Financial Planning, Journal of Accountancy, Tax Notes, and the Journal of Multistate Taxation and Incentives.

Professional Designations

  • Certified College Financial Consultant (CCFC)
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)

CCFC Areas of Specialization

  • Education Funding
  • Education Funding Vehicles
  • Education Needs and Funding Analysis

Affiliations

  • AICPA Personal Financial Planning (PFP)
  • American Institute of CPAs
  • Financial Planning Association
  • Investments & Wealth Institute
  • visiWealth Advisor
  • XY Planning Network

Primary Location

33 Main Street, Unite 2, Newtown, CT 06470

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only
  • Package Offers
  • Percentage of Assets Managed

Offers Investment Management

Yes

Offers Tax Preparation

Yes

About our Firm

Riskin Wealth Management, LLC provides fee-only financial planning services to individuals and families throughout the country and is located in Newtown, Connecticut.

Founder and Managing Member, Ross A. Riskin, DBA, CPA/PFS, CCFC, MS Tax is focused on guiding others to financial freedom by using tax-efficient strategies and effectively measuring risk tolerance to provide guidance that helps clients grow, preserve, and enjoy their wealth both in the short-term and long-term.

Education

Fairfield University: BS Accounting | Bentley University: MS Taxation | Sacred Heart University: DBA Finance

Awards and Honors

  • 2023 Investmentnews "40 Under 40" Award
  • 2017 CPA Practice Advisor "40 Under 40" Award
  • 2016 AICPA Personal Financial Planning Standing Ovation Award
  • 2016 CTCPA Educator of Excellence Award

Badges

Languages

  • English

Hobbies and Interests

  • Cars
  • Eating Out
  • Entertaining
  • Exercising
  • Football
  • Golf
  • Grilling
  • Movies
  • Music
  • Tennis
  • Theater
  • Traveling

Who We Serve

  • Attorneys
  • Baby Boomers
  • Blended Family
  • Business Owners
  • Corporate Executives
  • Couples
  • Dentists
  • Educators
  • Engineers
  • Entrepreneurs
  • Families
  • Gen X
  • Gen Y / Millennials
  • Healthcare Professionals
  • Individuals
  • Intergenerational Families
  • Living in Retirement
  • Newly Engaged / Newlywed
  • Parents
  • Physicians
  • Real Estate Agents
  • Young Families

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.