NAPFA Spring 2025 National Conference Speaker

Dr. Riskin serves as Chief Learning Officer for the Investments & Wealth Institute and his research and professional expertise focus on advice engagement, education planning, and tax and wealth transfer planning for high-income and high-net-worth individuals. He is also the Founder and Chief Creative Officer at visiWealth and sits on the Advisory Council for the American Institute of Certified College Financial Consultants (AICCFC). Ross is recognized as a thought leader and expert in the areas of tax planning, college planning, student loan advising, and advice engagement, and he is the author of The Adviser’s Guide to Education Planning: 1st and 2nd Editions, which are published by the AICPA. Ross has been the recipient of the 40 Under 40 Award from both InvestmentNews and CPA Practice Advisor and has received the Standing Ovation in Personal Financial Planning Award from the AICPA, and the Accounting Educator of Excellence Award from the CT Society of CPAs.