Ross Riskin, DBA, CPA/PFS, CCFC, MS Tax
Focused on helping you grow, preserve, and enjoy your wealth!
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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 Ross Riskin, DBA, CPA/PFS, CCFC, MS Tax
Dr. Riskin's 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 serves as the Managing Member of Riskin Wealth Management, LLC, Founder and Chief Creative Officer at visiWealth, and Vice President at Riskin & Riskin, PC. In addition, Ross sits on the Advisory Council for the American Institute of Certified College Financial Consultants (AICCFC) and acts as a Senior Strategy Advisor for the Investments & Wealth Institute.Ross 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
- American Institute of CPAs
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 Riskin Wealth Management, LLC
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
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
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