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portrait of Rob Ross
FINANCIAL ADVISOR

Rob Ross

CFP®
47294 Progress Court, Suite B, Soldotna, AK 99669opens in a new window
CallSend Me a Message

About Rob

My teenage daughter once asked me what a financial advisor really did for people. I was proud that she was taking an interest, so I started to explain that I really loved getting to know people, learning what is important to them and helping them to get where they want to go. After I was done with my description, she raised her eyebrows, smiled, and said, "It sounds like you're a therapist for people and their money." With that, she turned and concluded the conversation with "Thanks Dad," and walked away without a second thought. I love that story.

As a...

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Insurance & Annuities
  • New Investors

Work History

  • Edward JonesNovember 2020 to Current
  • Marathon PetroleumNovember 2010 to October 2020

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Oregon State UniversityBachelor of Science

Team Members

  • January Dreier
    Registered Branch Associate
  • Maureen Townsend
    Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 07:30AM - 04:00PM
Tue 07:30AM - 04:00PM
Wed 07:30AM - 04:00PM
Thu 07:30AM - 04:00PM
Fri 07:30AM - 04:00PM
Sat Closed
Sun Closed

Phone

(907) 260-2670

Fax

(888) 505-1275

Office Address

47294 Progress Court
Suite B
Soldotna, AK 99669opens in a new window

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