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, Connecticut

Not Currently Accepting New Clients

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

Areas of Focus

  • Buying a House
  • Education Funding
  • Owning a Business
  • Student Loan 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 12,000 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
  • visiWealth Advisor
  • XY Planning Network

Primary Location


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

  • 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

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