Ross Levin, CFP®
Ross Levin is the Chief Executive Officer and Founder of Accredited Investors Wealth Management®. His book, Implementing the Wealth Management Index: Tools to Build Your Practice and Measure Client Success, expands upon Ross’ groundbreaking Wealth Management Index™ tool in providing a framework for advisors to assess and manage their clients’ plans and goals. His third book, Spend Your Life Wisely®: The Deeper Meaning of Money, shares his humorous and thoughtful approach to life and money. Ross launched the CCH Journal of Retirement Planning and served as Editor for two years. He is a regular columnist for the Star Tribune and a sought after speaker on financial matters.
Ross was named by Financial Planning magazine as one of the five most influential people in financial planning and received their first lifetime achievement award. Investment Advisor magazine named him one of the thirty most influential individuals in and around the advisory profession over the last thirty years, and he was selected by Minnesota Business Magazine for The (Real) Power 50 Award.