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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

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

8801 Horizon Blvd NE Suite 401 Albuquerque, NM 87113 Phone: (505) 998-3249 Fax: (505) 998-3499
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