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ROSS FELDMAN, CFP, CLU, CHFC, AEP, RICP, CASL, CLTC

ROSS FELDMAN, CFP, CLU, CHFC, AEP, RICP, CASL, CLTC

WEALTH MANAGEMENT ADVISOR - FINANCIAL ADVISOR

Ross is a personal financial strategist who has been using a (w)holistic macroeconomic process to help people make efficient financial decisions since 1997.

With my Protection First philosophy (which includes a thorough evaluation of existing and potential financial risks), I help families and business owners achieve Financial Balance® through the strategic integration of their insurance programs with their assets and investments - with the goal of enhancing retirement cash flow (and overall confidence), while maintaining a legacy for the people and causes they care about.

Outside the office, when not with his wife Tobi, or their children, Ross enjoys playing guitar and singing with his musical group Sum Dude + Friends (it all adds up to Sum Dude). 

 


Registered Representative & Financial Advisor of Park Avenue Securities & Financial Representative of Guardian. Financial Balance® is a service mark of The Guardian Life Insurance Company of America® (Guardian), New York, NY 10004. © 2021 Guardian