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Ross Riskin

DBA, CPA/PFS, CCFC, MS Tax
Chief Learning Officer
Investments & Wealth Institute

Ross serves as the Chief Learning Officer for the Investments & Wealth Institute. Dr. Riskin’s research and professional expertise focus on tax planning with respect to college and student loan advising. He is also the Managing Member of Riskin Wealth Management, LLC, Founder and Chief Creative Officer at visiWealth, and sits on the Advisory Board 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, and student loan advising, and he is the author of The Adviser’s Guide to Education Planning: 1st and 2nd Editions, which are published by the AICPA.