Eric  Ross,  CFP<sup>&reg;</sup> - Financial Advisor

Eric Ross, CFP®

Truepoint Wealth Counsel

9999 Carver Road, Ste 200
Blue Ash, OH 45242
(513) 792-6648

General

Eric Ross is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Truepoint Wealth Counsel in Blue Ash, OH and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Fixed annuities: OH
  • Variable annuities: IN,KY,OH

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Estate Planning, Investment Management, Limited Partnerships, Mutual Funds, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Tangible Assets, Sudden Wealth, Personal Taxes

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