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Adrienne Ross, CFP®, ChFC®, AFC®, MQFP®

Serving military families, government employees, and business owners.

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Clear Insight Wealth Management Adrienne Ross, CFP®, ChFC®, AFC®, MQFP®
Spokane, WA

Serving Clients Nationwide

Serving military families, government employees, and business owners.

(509) 847-4079

Website

Areas of Focus

  • Financial Life Planning
  • Investment Management
  • Owning a Business
  • Retirement Planning
  • Special Needs Planning
  • Women & Wealth

About Adrienne Ross, CFP®, ChFC®, AFC®, MQFP®

Adrienne Ross is a financial advisor and partner at Clear Insight Wealth Management, a wealth management firm for military families, government employees, and small business owners looking for a clear path to living their best lives.

Adrienne is driven to help clients become more informed financial decision-makers and empower them to solve difficult (sometimes seemingly impossible) problems. She’s hooked on helping people improve all aspects of their financial lives, and there’s nothing else she would rather do.

Adrienne has over 15 years of experience serving military families. She obtained her bachelor’s degree from the University of Illinois Springfield. Adrienne is a Certified Financial Planner™ professional, Chartered Financial Consultant®, and Accredited Financial Counselor®. She is also one of the first financial professionals authorized to use the MQFP®, marking her as Military Qualified Financial Planner. In 2020, Adrienne was named the 2020 Financial Counselor of the Year by the AFCPE® in recognition of her efforts to serve military families. She is a 2010 FINRA Military Spouse Fellow and scholarship recipient through The Center for Military and Veterans Affairs.

A military spouse for more than 30 years, Adrienne is also a military mom and a military kid. She splits her time as a nighttime babysitter for her grandbabies during Space Force launches, visiting her mom on the ranch and exploring the PNW with her retired Marine husband on her Triumph. In spite of her hectic schedule, Adrienne takes time to mentor other military spouse AFC® counselors and AFC® candidates. She enjoys spending time helping young people (especially those aging out of the foster care system) build financial competency.

Professional Designations

  • Accredited Financial Counselor (AFC)
  • CERTIFIED FINANCIAL PLANNER ®
  • Chartered Financial Consultant (ChFC)
  • Military Qualified Financial Planner (MQFP)

Affiliations

  • AFCPE
  • Fee Only Network
  • Financial Planning Association
  • National Association of Personal Financial Advisors
  • XY Planning Network

Primary Location

📍 905 W. Riverside Dr., Ste 201, Spokane WA 99201

Additional Locations

📍 1404 NE 134th ST Vancouver, WA 98685

📍 

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • Fee Only
  • Percentage of Assets Managed
  • Subscription

What to expect in the first meeting

To schedule a get-acquainted meeting, click the 'Book Intro Call' button above, call (509) 847-4079 or email adrienne@myciwm.com. During this meeting, we will discuss your goals and what working together will look like. We'll finish the meeting by discussing the types of services you would benefit from and what moving forward looks like. I look forward to speaking with you!

Offers Investment Management

Yes

About Clear Insight Wealth Management

Each of the partners of Clear Insight Wealth Management started out as a female solopreneur delivering exceptional financial services. They met and united their knowledge and experience into a powerhouse focused on the unique financial needs of business owners, military families, and government employees.
Clear Insight Wealth Management is a women-owned, comprehensive wealth management firm with strong roots in military life and government service. Our clients are quietly extraordinary, focused on service, running great businesses, and daring to lead great lives. We offer integrated services ranging from business planning strategies to becoming work optional to optimizing taxes.
Our approach is tailored to each client’s unique needs. We believe in balance: living, spending, saving, and investing confidently. Whether you are considering retirement, a career change, or simply want to live your best life now, we’ll help you create a plan that is true to you.
Our commitment to you goes beyond advising. We strategize, clarify, and deliver ongoing financial planning that serves as an action-oriented roadmap for our clients. With decades of experience, we are adept at connecting the dots for clients and asking meaningful questions, so clients fully understand every part of the wealth-building and happiness equation.
Clear Insight Wealth Management uses a collaborative process with our clients. We help clients navigate the complicated emotions and circumstances associated with money to reach goals, care for loved ones, and take joy in the life they’ve built. We have helped countless families build their financial freedom and can help you do the same.


We understand everyone’s ideal life is different. If your vision includes:

- Planning for Retirement
- Transitioning Out of Military Life
- Making A Career Change
- Being Financially Independent
- Buying Your First or Second Home
- Growing a Business
- Planning for Needs of a Special Needs Child

Reach out today to learn more or to schedule a get-acquainted meeting at myciwm.com.

Education

Bachelors, University of Illinois Springfield

Hobbies and Interests

  • Family
  • Gardening
  • Hiking
  • Motorcycling
  • Volunteering
  • Walking

SEC Lookup

View Disclosure

Who We Serve

  • Business Owners
  • Dual Income Family
  • Entrepreneurs
  • Gen X
  • Government Employees
  • Healthcare Professionals
  • Military
  • Physicians
  • Single Women
  • Special Needs
  • Therapists
  • Veterans
  • Widow
  • Women in Transition
  • Women Professionals
  • Women’s Finance

Wealthtender® is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

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