Ross Kline, CWMS®

Raised by an accountant, Ross learned money management from an early age and excelled at mathematics and economics. So, upon graduating high school at just 15 years of age, Ross joined the family tax practice as a junior tax preparer and quickly moved up the ranks until he was managing the finances of 20 local businesses as a senior accountant.

While Ross was talented at accounting, and loved working with businesses, the repetition and isolation eventually moved him to accept a position as a financial services representative at a local bank. It was there that he discovered his love of consulting and helping people accomplish their financial goals.

However, the sales-driven culture conflicted with Ross’ desire to put his client’s interests first. So, after a year, he left the bank and began looking for a way to help people financially without any sales pressure…

That’s when he discovered financial planning and investments, which combine his love of economics, finance, and consulting! As an independent advisor, Ross has the freedom to always put his client’s interests first. He acquired the Series 7, 66, and life insurance licenses to provide his clients with comprehensive service, and later went on to qualify for the Certified Wealth Management Specialist® designation, which certifies his competency in working with high net-worth households ($1m+).

When not working, Ross loves all sports, and regularly enjoys golf, mountain biking, and rock climbing. He and his wife do CrossFit, are major “foodies”, and love to travel!

Ross earned his Certified Wealth Management Specialist (CWMS®) designation, holds the SIE, Series 7 & 66 securities registrations, as well as his Life and Health insurance licenses.

Ross joined the RFG family in May 2023.

Check the background of this investment professional on FINRA’s BrokerCheck.