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

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

Financial Representative

Ross acts a 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 my wife Tobi or my 3 children, I enjoy playing guitar and singing with my group Sum Dude & Friends (it all adds up to Sum Dude). We play mostly original music, and you can hear some on the web.

 


Registered Representative & Investment Advisor of Park Avenue Securities & Financial Representative of Guardian