Ross Haycock Cfp®, Cka®, Aif®

Ross Haycock Cfp®, Cka®, Aif® Email and Phone Number

Partner CFP®, AIF® CKA® @ Summit Wealth Group
colorado springs, colorado, united states
Ross Haycock Cfp®, Cka®, Aif®'s Location
Colorado Springs, Colorado, United States, United States
Ross Haycock Cfp®, Cka®, Aif®'s Contact Details

Ross Haycock Cfp®, Cka®, Aif® work email

Ross Haycock Cfp®, Cka®, Aif® personal email

n/a
About Ross Haycock Cfp®, Cka®, Aif®

Ross Haycock, CFP®, AIF®, CKA®, is the Vice President and Financial Advisor with Summit Wealth Group and manages the Colorado Springs branch office. As a Certified Kingdom Advisor, Ross is distinct in that he offers a biblical approach to financial planning. Ross believes that the financial principles found in Scripture build the foundation for a healthy relationship with money. With the heart of a teacher, Ross specializes in carefully, and thoughtfully, guiding clients through often complex financial topics.Ross’s professional achievements include being recognized by Forbes Magazine each of the past 3 years, making its list of Best-In-State Wealth Advisors for the state of Colorado. Ross is passionate about helping others pursue financial contentment by implementing wise principles that, no matter the economic or political situation, are always prudent, wise, timeless and relevant. He specializes in helping people in transition, such as retirement, loss of loved one, divorce, kids leaving home, second careers, etc.This communication is strictly intended for individuals residing in the states of AZ,CA,CO,FL,HI,ID,IL,IN,KS,LA,MI,MO,MT,NC,NM,NY,OH,OK,PA,TX,VA,WA,WY.No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.Securities and Advisory Services offered through Commonwealth Financial Network ®,Member FINRA.org, SIPC.org, a Registered Investment Adviser. Fixed insurance products and services offered through Summit Wealth Group or CES insurance agency. Please review our Terms of Use here: www.commonwealth.com/termsofuse.html

Ross Haycock Cfp®, Cka®, Aif®'s Current Company Details
Summit Wealth Group

Summit Wealth Group

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Partner CFP®, AIF® CKA®
colorado springs, colorado, united states
Employees:
33
Ross Haycock Cfp®, Cka®, Aif® Work Experience Details
  • Summit Wealth Group
    Partner Cfp®, Aif® Cka®
    Summit Wealth Group May 2003 - Present
    Colorado Springs, Colorado Area
    Summit Wealth Group is an independent wealth management firm whose vision was born out of a simple desire to enable clients to reach their fullest financial and personal potential.What is at the heart of Summit Wealth Group? Simply put, it is the individuals and families we proudly serve. It is about their hopes, dreams, and aspirations. It is about being at our best so our clients can be at their best.Our clients have significant goals; goals that are the real reason for investing and planning. By partnering with Summit Wealth Group, these goals come into focus through effective planning, as we custom-tailor financial strategies to help pursue their dreams.Retirement Income Specialist for clients close to or in retirement. Responsible for company marketing initiatives. Manages Colorado Springs Branch.
  • Family Life Services
    Board Member, President, Treasurer
    Family Life Services Jan 2010 - Jan 2015
    Colorado Springs, Colorado Area
    President, Treasurer
  • Masergy
    Sales Executive
    Masergy Apr 2000 - Jul 2002
    Responsible for sales of intelligent networking services to mid-large size companies.
  • Aduronet
    Us Sales Director
    Aduronet Jun 2000 - Jan 2001
    They went bankrupt with the telecom bust and recession.
  • At&T
    Sales & Marketing, Wireless & Data
    At&T Nov 1993 - Jun 2000
    Responsible for sales and marketing voice, data, internet services to small, medium, large and fortune 100 companies
  • At&T Hawaii
    Maui Account Executive
    At&T Hawaii 1994 - 1998
    Responsible for serving small business in Maui county

Ross Haycock Cfp®, Cka®, Aif® Skills

Leadership Estate Planning Financial Advisory Team Building Financial Planners Public Speaking Fixed Annuities Retirement Income Planning Insurance Retirement Planning Sales Financial Planning Wealth Management Services Tax Iras Investments Business Development Finance 401k Asset Allocation Investment Advisory Strategic Planning Financial Services Wealth Management Mutual Funds Strategic Financial Planning Investment Strategies Wealth Accumulation Financial Goals Marketing Risk Management Customer Service Wealth Small Business Management Marketing Strategy Retirement Series 7 Securities

Ross Haycock Cfp®, Cka®, Aif® Education Details

Frequently Asked Questions about Ross Haycock Cfp®, Cka®, Aif®

What company does Ross Haycock Cfp®, Cka®, Aif® work for?

Ross Haycock Cfp®, Cka®, Aif® works for Summit Wealth Group

What is Ross Haycock Cfp®, Cka®, Aif®'s role at the current company?

Ross Haycock Cfp®, Cka®, Aif®'s current role is Partner CFP®, AIF® CKA®.

What is Ross Haycock Cfp®, Cka®, Aif®'s email address?

Ross Haycock Cfp®, Cka®, Aif®'s email address is cr****@****oup.com

What schools did Ross Haycock Cfp®, Cka®, Aif® attend?

Ross Haycock Cfp®, Cka®, Aif® attended University Of Northern Colorado, Doherty High School.

What skills is Ross Haycock Cfp®, Cka®, Aif® known for?

Ross Haycock Cfp®, Cka®, Aif® has skills like Leadership, Estate Planning, Financial Advisory, Team Building, Financial Planners, Public Speaking, Fixed Annuities, Retirement Income Planning, Insurance, Retirement Planning, Sales, Financial Planning.

Who are Ross Haycock Cfp®, Cka®, Aif®'s colleagues?

Ross Haycock Cfp®, Cka®, Aif®'s colleagues are Nicole Wech, Josh Oller, Cfp®, R. Scott Marks, Cfp®, Katherine Adams, Christopher Wells, Cfp®, Liliya Gubceac, Crpc®, Dakota Day, Cfp®.

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