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Ross Levin, CFP®

Chief Executive Officer and Founder

“He who has a why to live can bear almost any how. ”
– Friedrich Nietzsche

 

Ross is Chief Executive Officer and Founder of Accredited Investors Wealth Management. Long an industry leader, Ross translates his expertise into meaningful conversations with clients about integrating their money and values. He was the first recipient of the Financial Planning Association’s Heart of Financial Planning Award, and the inaugural recipient of Financial Planning Magazine’s Lifetime Achievement Award.

Ross currently serves as Chair of the University of Minnesota Foundation and as an Ambassador for the Certified Financial Planner Board of Standards in Washington, D.C.

WHAT EXCITES ROSS MOST ABOUT HIS WORK?

Ross is excited to learn the stories of clients and see how those narratives shape their financial choices.  He finds it rewarding to encourage clients to expand their money possibilities through helping them think differently.

PERSONAL PURSUITS

Ross loves all aspects of the University of Minnesota – its research, its sports, its campus.

Certifications:

University of Minnesota – B.S. in Business
Certified Financial Planner™
Former Chairman of the International Association for Financial Planning (now the FPA)
Former member of the Board of Governors for the Certified Financial Planner Board of Standards