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As a shareholder and financial planner at Ocean Path Advisors, Ross Kroll, CFP® is dedicated to delivering a concierge wealth management experience to a select group of high-net-worth individuals and families. He takes a thoughtful, evidence-based approach to financial planning, helping clients navigate complex wealth strategies with clarity and confidence.

Prior to Ocean Path Advisors, Ross worked at AdvicePeriod, where he provided financial planning, tax, estate, and investment advice to high-net-worth clients. He brings the same expertise and commitment to Ocean Path Advisors, which helps to ensure clients receive sophisticated planning strategies tailored to their unique goals.

Ross graduated from the University of Arizona with a Bachelor of Science degree in business administration, specializing in finance and entrepreneurship. He is a CERTIFIED FINANCIAL PLANNER™ professional.

Outside of work, Ross enjoys spending time with his wife, Katarina, a pediatric dentist, and their daughter, Kaia. Whether it’s enjoying beach outings as a family, staying active, or cheering on the Chargers, Dodgers, or Lakers, Ross values the balance between professional excellence and making meaningful memories with his loved ones.