Jason Ross has worked in finance for more than 13 years. Applying his big picture thinking and analytical skills to guiding individuals and families to reach their financial and life goals is his calling.
Jason is a CPA licensed in the state of New York. He’s also a candidate to become a CFP® Professional having already completed the required education and passing the exam. He has a Bachelor’s of Science degree in accounting from Binghamton University.
Jason is an Associate for Atwood Financial Planning, LLC which is a Registered Investment Adviser in Maryland, Virginia, California, Pennsylvania, New Jersey, New York and the District of Columbia.