Ross Kroll, CFP®

Ross Kroll, CFP®

Ross Kroll, CFP®

Shareholder and Financial Planner

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As a shareholder and financial planner at Ocean Path Advisors, Ross Kroll, CFP® works to deliver a concierge wealth management experience to a select group of high-net-worth individuals and families.

Prior to Ocean Path Advisors, Ross worked on Team Butler at AdvicePeriod, where he provided financial planning, tax, estate and investment advice to the practice’s high-net-worth clients. He brings knowledge and experience with the same evidence-based investment strategies and sound planning advice that Ocean Path Advisors advocates.

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

In his free time, Ross enjoys watching sports, working out and spending time with friends and family.

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