Ross A. Riskin
Founder and Managing Member
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.