Ross Riskin Email and Phone Number
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Dr. Riskin serves as Chief Learning Officer for the Investments & Wealth Institute and his 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 is also the Founder and Chief Creative Officer at visiWealth and sits on the Advisory Council for the American Institute of Certified College Financial Consultants (AICCFC).Ross is recognized as a thought leader and expert in the areas of tax planning, college planning, student loan advising, and advice engagement, 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 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.In addition to being a CPA/PFS and Certified College Financial Consultant (CCFC), Ross received a Bachelor of Science in Accounting degree from Fairfield University, a Master of Science in Taxation degree from Bentley University, and a Doctorate of Business Administration in Finance degree from Sacred Heart University.
Visiwealth
View- Website:
- visiwealth.org
- Employees:
- 2
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Founder And Chief Creative OfficerVisiwealthNewtown, Ct, Us
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Chief Learning Officer (Clo)Investments & Wealth Institute May 2022 - PresentGreenwood Village, Co, Us -
Founder And Chief Creative OfficerVisiwealth Jan 2022 - PresentNewtown, Ct, UsFinancial planning topics are often complicated or come across as overly complex at first. As complexity increases, understanding often decreases. Prospective clients can't trust what they don't understand just as existing clients are less likely to follow advice or "buy in" to the process if they don't understand. So what can advisors do to provide clients with a sufficient level of understanding without overloading them cognitively, while also protecting their own time and standing out from the sea of other advisors in an industry with historically low levels of trust?USE EFFECTIVE VISUALSvisiWealth provides advisors and financial professionals with access to high quality visuals of wealth management and financial planning concepts and strategies that are advisor-driven and client-focused. Our visuals help advisors better accomplish four things when meeting with prospective or existing clients.- Save time building or finding modern client-facing resources- Improve client understanding of complicated topics- Increase client "buy in" on recommendations- Elevate actual and perceived levels of trustAdvisors who focus on educating are really focused on helping others understand.People who understand are more likely to follow advice or act on recommendations provided by their advisors.When following advice leads to positive outcomes, advisor trust and appreciation levels rise.Are you ready to get visual?
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Advisory Board MemberAmerican Institute Of Certified College Financial Consultants May 2017 - PresentOrange, Connecticut, UsThe mission of The American Institute of Certified College Financial Consultants (AICCFC) is to educate and certify advisors and financial professionals in the areas of education funding, financial aid planning, and student loan advising. Founded in 2017, the AICCFC is the issuer of the Certified College Financial Consultant (CCFC) credential, the premiere college and student loan advising designation that can be obtained by advisors and financial professionals who meet education, experience, ethics, and continuing education requirements. -
PartnerRiskin & Riskin, Pc Nov 2014 - PresentOrange, Connecticut, UsPartner in a public accounting practice that works with individuals, families, and small businesses throughout the country to provide the following services:~ Tax Planning~ Tax Preparation~ Bookkeeping and Accounting~ Trust, Gift, and Estate PlanningAs a family-owned business comprised of two generations of CPAs, we combine our knowledge, experience, and generational wisdom to assist our clients and form long-lasting relationships. -
Avp Academic Strategy | Associate Professor Of Taxation | Director, Chfc Education ProgramThe American College Of Financial Services Sep 2021 - May 2022King Of Prussia, Pennsylvania, UsMy primary responsibilities at the college include:~ Evaluating strategic partnership opportunities with external learning and financial services organizations.~ Identifying gaps in educational content and providing guidance as to how new educational content can fit into existing educational offerings or if new standalone programs should be created.~ Acting as the director of the ChFC education program, which includes designing effective online educational content and overseeing curriculum development~ Acting as a subject matter expert in the areas of education funding, financial aid planning, student loan advising, and tax planning~ Participating in research activities that lead to published and scholarly peer reviewed work in top academic and practitioner-focused financial planning journals -
Associate Professor Of Taxation | Director, Cfp And Chfc Education Programs |The American College Of Financial Services Sep 2018 - Sep 2021King Of Prussia, Pennsylvania, UsMy primary responsibilities at the college include:~ Teaching undergraduate and graduate courses in taxation and financial planning~ Designing effective online educational content and overseeing curriculum development for one of the top CFP programs in the country~ Acting as the director for the CFP and ChFC education programs~ Acting as a subject matter expert in the areas of education funding, financial aid planning, student loan advising, and tax planning~ Participating in research activities that lead to published and scholarly peer reviewed work in top academic and practitioner-focused financial planning journals~ Acting as the Joseph E. Boettner Chair in Financial Gerontology
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Director Of Finance ProgramsAlbertus Magnus College Jul 2016 - Jul 2018New Haven, Connecticut, Us- Acted as Co-Developer of the Bachelor of Science in Finance, Corporate Finance Concentration and Personal Financial Planning Concentration programs at Albertus Magnus College- Acted as Co-Developer and Program Director of the only CFP-Registered undergraduate program in the state of Connecticut.- Developed the Personal Financial Specialist Concentration within the Master of Science in Accounting program. (Albertus Magnus College will be the first college in the country to offer the Essentials in Personal Financial Planning course in coordination with the AICPA and within a Master of Science in Accounting program curriculum in the fall of 2016.)- Promoted the undergraduate finance degree programs and the Personal Financial Specialist Concentration within the Master of Science in Accounting program to prospective students- Advised all undergraduate day and evening finance majors- Acted as Chair of Faculty Development and Welfare Committee- Acted as Faculty Mentor for Men's and Women's Tennis Teams -
Assistant Professor Of Accounting & FinanceAlbertus Magnus College Mar 2015 - Jul 2018New Haven, Connecticut, Us- Taught accounting and finance courses in the Traditional Undergraduate Program, Evening Accelerated Degree Program, Graduate Master of Business Administration Program, and Graduate Master of Science in Accounting Program.- Taught courses in traditional on-ground format, blended format with students meeting both on-ground and online, pure online format, and the flex format where students have the choice of completing the course either entirely online or in the blended format.List of previously taught courses: Financial Accounting (Undergraduate), Federal Income Taxation for Individuals (Undergraduate), Accounting Capstone (Undergraduate), Accounting Concepts (Graduate), Taxation of Business Entities (Graduate), Fraud Investigation (Graduate), The Stock Market (Undergraduate), Corporate Financial Management (Undergraduate), Fundamentals of Financial Planning & Insurance (Undergraduate), Financial Planning Capstone (Undergraduate), Retirement Planning (Undergraduate), Financial Theory (Graduate), Essentials of Personal Financial Planning (Graduate), Advanced Federal Income Taxation for Individuals (Graduate)
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Senior Tax ConsultantDeloitte Aug 2013 - Nov 2014Worldwide, OoPrivate Wealth Services
Ross Riskin Education Details
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Sacred Heart UniversityAacsb -
Bentley UniversityMaster Of Science In Taxation | Master Personal Financial Planner Certificate
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Fairfield UniversityMinor In Finance
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Fairfield College Preparatory SchoolHigh School Diploma
Frequently Asked Questions about Ross Riskin
What company does Ross Riskin work for?
Ross Riskin works for Visiwealth
What is Ross Riskin's role at the current company?
Ross Riskin's current role is Founder and Chief Creative Officer.
What is Ross Riskin's email address?
Ross Riskin's email address is ro****@****kin.com
What schools did Ross Riskin attend?
Ross Riskin attended Sacred Heart University, Bentley University, Fairfield University, Fairfield College Preparatory School.
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