Ross Cutler (CFP®)

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

AUM

Business Owners

College/Education Planning

High Net Worth Client Needs

Investment Advice with Ongoing Management

Planning Specialties

- Investment Management / Portfolio Management - Retirement Planning - Tax Planning/ Roth Conversions - Goal Based Financial Planning - Estate Planning

Additional Information

Ross Cutler, CFP®, CTFA, ATFA enjoys working with clients to review their personal situation, developing the right plan and portfolio to achieve their financial goals. This includes developing the appropriate investment strategy, financial planning steps, and estate planning steps. Previously Ross was a member of the management team for both a life insurance and trust company, operated a ship brokerage company, worked as part of the Homeland Security Emergency Preparedness team with Booz Allen, and served almost 10 years in the U.S. Navy, separating in 2012 as a Lieutenant. He earned his Bachelor of Science from the United States Merchant Marine Academy and holds an MBA in Finance. Ross spends most of his free time with his wife, Erin, and their three boys Gavin, Wyatt, and Christian.