Ross Dugas (CFP®, PhD)
Ross Dugas focuses in the
following client markets or areas of practice:
- Fixed Fee (Subscription, Retainer, etc.)
- Investment Advice without Ongoing Management
- Retirement Plan Investment Advice
- Fixed Fee (Subscription, Retainer, etc.)
- Investment Advice without Ongoing Management
- Retirement Plan Investment Advice
Planning Specialties
Retirement Planning, Early Retirement Planning, FI(RE), Tax Planning, Roth Conversions and Social SecurityAdditional Information
I'm a former process research engineer - Ph.D. in chemical engineering from the University of Texas at Austin. Upon graduating I joined Dow Chemical and had a productive 12-year career obtaining numerous patents and helping commercialize several products and processes. I enjoyed my Dow career, but there was something I enjoyed more.
When Covid stopped the world, I re-evaluated my options and chose to pursue a passion. In 2022, I left a promising career to enroll in a CERTIFIED FINANCIAL PLANNER™ education program. In April 2023, I launched Scientific Financial.
I apply a scientific mindset and don't mindlessly accept doing things the "way they've always been done". I challenge the status quo and seek to do things better. Critical thinking has helped technology and the world move forward in the past decades. Financial planning should move forward too.
NAPFA Start Date
May 31, 2024
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