Ross Nettles (AIF®, CFP®, CPA, MBA, PFS™)

Ross Nettles focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • Charitable Giving
  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Tax Planning. We integrate a client's Financial Plan, Investment Management, and Tax Planning into a holistic, customized approach to maximize returns and minimize taxes.

NAPFA Start Date

October 25, 2021


This Office

7425 Jefferson St NE Albuquerque, NM 87109-4488 Phone: (505) 998-3249 Fax: (505) 998-3499