Eric  Ross

Eric Ross

| CFP

Sequoia Wealth Counsel

Fee Only Financial Planner Located in Cincinnati, OH and Serving Clients Nationwide

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Visit Us

Rookwood Tower
3805 Edwards Road, Suite 550
Cincinnati, OH 45209

Eric Ross is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

Mr. Ross is the Principal of Sequoia Wealth Counsel and is a CERTIFIED FINANCIAL PLANNER™ professional. He is a graduate of The Ohio State University and his professional background includes a combined 11 years of experience with Andersen Consulting and Deloitte & Touche and 4 years with UBS Financial Services. His media appearances include The Wall Street Journal and CNBC, he has been a guest lecturer at The Ohio State University, Fisher College of Business, and he has served as a judge for the Financial Frontier Awards.  His civic activities include teaching the Junior Achievement Financial Literacy course to area high school students and serving on the Planned Giving Committees of CET public television and the Cincinnati Zoo and Botanical Garden.