As an Advisor with AdvicePeriod, Ross Kroll, CFP® works closely with Partner Advisor, Todd Butler, CFP® to deliver a concierge wealth management experience to a select group of high net worth individuals and families.
Prior to joining AdvicePeriod, Ross worked at a large wealth management firm where he provided financial planning, tax, estate, and investment advice to the firm’s high net worth clients. He brings knowledge and experience with the same evidence-based investment strategies and sound advice that AdvicePeriod advocates.
Ross graduated from the University of Arizona with a BS in Business Administration with a focus in Finance & Entrepreneurship. He holds the Financial Industry Regulatory Authority (FINRA) Series 65 license and the CERTIFIED FINANCIAL PLANNER™ designation. In his spare time Ross enjoys watching sports, working out, and spending time with friends and family.
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