Image of Ross Marino, CFP®, CPFA, CeFT®

Ross Marino, CFP®, CPFA, CeFT®'s Email & Phone Number

Financial Planner, Social Entrepreneur, Author, CEO and Founder

Ross Marino, CFP®, CPFA, CeFT®'s Email Addresses

ro****[email protected] Personal Email

Ross Marino, CFP®, CPFA, CeFT®'s Phone Numbers

(704) ***-*387 Phone number

Ross Marino, CFP®, CPFA, CeFT®'s Work Experience

Advisor2X

Founder & Chief Executive Officer

May 2009 to Present

Transitus Wealth Partners

Founder

July 2016 to Present

Raymond James

Branch Manager

March 1993 to December 2020

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Ross Marino, CFP®, CPFA, CeFT®'s Education

Stetson University

January 1985 to January 1987

The American College of Financial Services

January 2004 to January 2006

College for Financial Planning

January 1998 to January 2000

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About Ross Marino, CFP®, CPFA, CeFT®'s Current Company

Advisor2X

Frequently Asked Questions about Ross Marino, CFP®, CPFA, CeFT®

What company does Ross Marino, CFP®, CPFA, CeFT® work for?

Ross Marino, CFP®, CPFA, CeFT® works for Advisor2X


What is Ross Marino, CFP®, CPFA, CeFT®'s role at Advisor2X?

Ross Marino, CFP®, CPFA, CeFT® is Founder & Chief Executive Officer


What is Ross Marino, CFP®, CPFA, CeFT®'s personal email address?

Ross Marino, CFP®, CPFA, CeFT®'s personal email address is ro****[email protected]


What is Ross Marino, CFP®, CPFA, CeFT®'s business email address?

Ross Marino, CFP®, CPFA, CeFT®'s business email address is ross.marino,cfp®,cpfa,ceft®@***.***


What is Ross Marino, CFP®, CPFA, CeFT®'s Phone Number?

Ross Marino, CFP®, CPFA, CeFT®'s phone (704) ***-*387


What industry does Ross Marino, CFP®, CPFA, CeFT® work in?

Ross Marino, CFP®, CPFA, CeFT® works in the Financial Services industry.


About Ross Marino, CFP®, CPFA, CeFT®

💼 Past Experience

Ross Marino's education:Ross Marino is educated in both Business Administration and finance from The University of Chicago Booth School of Business. The focus of his education was on investment banking, which he achieved success inmaintaining relationships with underwriting clients and providing individualized advicePaths:Education: University of Chicago Booth School of Business experience: Financial Planner, Social Entrepreneur, Author, CEO and FounderIndustry of Financial ServicesRoss Marino is skilled in Investment Management, Fixed Annuities, Financial Planning, Financial Advisory, Finance, Financial Services, Retirement Plan Consulting, Strategic Financial Planning, Investment Advisory, Investments, Event Planning, Asset Management, Event Management, Retirement Planning, Retirement, Asset Allocation, Financial Planners, Wealth Management, Mutual Funds, Series 7


🎓 Education

Ross Marino has a B.A. in finance from Stetson University in 1985. After leaving Stetson University, he went on to study financial planning with College for Financial Planning in 1998-2000. He also has a Master's degree in financial planning from West Geauga Community College in 1982.


💡 Technical & Interpersonal Skills

Ross Marino overview:Ross Marino is a Financial Planner, Social Entrepreneur, Author, CEO and Founder. Marino is skilled in Investment Management, Fixed Annuities, Financial Planning, Financial Advisory, Finance, Financial Services, Retirement Plan Consulting, Strategic Financial Planning, Investment Advisory, Investments, Event Planning, Asset Management, Event Management, Retirement Planning, Retirement, Asset Allocation, Financial Planners, Wealth Management, Mutual Funds, Series 7. Marino is currently a Branch Manager at Raymond James from March 1993 to December 2020. Marino is also a Founder at Advisor2X. Marino is Founder & Chief Executive Officer at Mission Made Jewelry from January 2015 to June 2020. Marino is Financial Advisor at Prudential Securities from August 1992 to March 1993. Marino is also Founder & Chief Executive Officer at 401(k) Rekon Rekon Intelligence. Marino is currently a Financial Planner at AdvisorShares.


Ross Marino, CFP®, CPFA, CeFT®’s Personal Email Address, Business Email, and Phone Number

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In a nutshell

Ross Marino, CFP®, CPFA, CeFT®'s Ranking

Ranked #273 out of 5,454 for Founder & Chief Executive Officer in North Carolina

Ross Marino, CFP®, CPFA, CeFT®'s Personality Type

Extraversion (E), Intuition (N), Feeling (F), Judging (J)

Average Tenure

2 year(s), 0 month(s)

Ross Marino, CFP®, CPFA, CeFT®'s Willingness to Change Jobs

Unlikely

Likely

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There's 74% chance that Ross Marino, CFP®, CPFA, CeFT® is seeking for new opportunities

Ross Marino, CFP®, CPFA, CeFT®'s Social Media Links

/in/transituswealth
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