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
  • Education Distribution Planning
  • Education Funding
  • Education Funding Vehicles
  • Education Needs and Funding Analysis
  • Education Tax Deduction and Credit Planning
  • Education Tax Planning
  • Estate Planning
  • Federal Student Loan Option Analysis
  • Financial Aid Award Letter Reviews and Appeals
  • Financial Aid Form Filing Assistance
  • Financial Aid Planning
  • Inherited Wealth
  • Owning a Business
  • Private Student Loan Option Analysis
  • Saving for College
  • Student Loan Advising
  • Student Loan Consolidation Assistance
  • Student Loan Repayment Plan Advising
  • Taxes

About Me

Ross is the Founder and Managing Member of Riskin Wealth Management, LLC. He also acts as the Chief Learning Officer at the Investments & Wealth Institute, Chief Creative Officer at visiWealth, and serves on the Advisory Board for the American Institute of Certified College Financial Consultants.

Ross's secret ingredient is that he is a "Pracademic." Not only does he practice financial planning, he is responsible for educating advisors how to do financial planning the RIGHT way through his responsibilities as an Associate Professor of Taxation and Director of the second largest CFP education program in the country at the American College of Financial Services. Being able to understand academically sound complex concepts and communicate practical and easy to understand solutions allows Ross to provide a unique perspective and experience for clients.

Ross is recognized as a leading expert in the areas of college planning and student loan advising 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 presented to over 25,000 individuals through webinars, conferences, and in the classroom, and has been quoted in media outlets such as the Wall Street Journal, CNBC, Forbes, US News, InvestmentNews, and the Street, and in academic outlets such as the Journal of Financial Planning, Journal of Wealth Management, Journal of Multistate Taxation, Journal of Accountancy, and Tax Notes.

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


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

Primary Location

Sandy Hook, CT

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only
  • Hourly Rate
  • Package Offers
  • Percentage of Assets Managed

Offers Investment Management


Offers Tax Preparation


About our Firm

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


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



  • English

Hobbies and Interests

  • Cars
  • Entertaining
  • Golf
  • Movies
  • Music
  • Tennis
  • Theater
  • Traveling

Who We Serve

  • Baby Boomers
  • Business Owners
  • College Graduates
  • Couples
  • Educators
  • Gen X
  • Gen Y / Millennials
  • Healthcare Professionals
  • Intergenerational Families
  • Living in Retirement
  • Parents
  • 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.