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

Ross’s research and professional expertise focus on tax, wealth transfer, and education planning for high-income and high-net-worth individuals.

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.