january client spotlight

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Welcome to the Beach Business Center client spotlight!  For January we sat down with Eric Ross of Ross Wealth Management and got the inside scoop on what it’s like to be a financial planner. We hope the interview answers any questions you may have had about financial planners and what they do!

Q: What is your name and what do you do?

A: My name is Eric L Ross SR, MBA, and I’m a financial advisor; Founder and President of Ross Wealth Management

Q: When you were a kid, that’s what you wanted to be, huh?

A: (laughing a little bit) No, actually I didn’t really have any interests in finances until I was 19.  It started with savings bonds and then later I started my own 401k at 22.  At 24 I started messing around with stocks and by 27 I had made, in my eyes, a small little fortune.  That’s where my interest came into the industry.  I like doing it, why not get paid helping someone else do it?

Q: What is the name of your company and how long have you been doing financial planning?

A: 10 years industry experience,  and Ross Wealth Management was founded in 2008

Q: What does a financial advisor do, exactly?

A: Here’s an example that will make it easy to understand:  If you were the owner of a sports franchise and a financial advisor is the coach.  The franchise owner owns the team and players, but the financial advisor coaches the players and shows them what to do to win games on behalf of the teams owner.

Q: Who is your ideal client and why?

A: Retired or semi-retired, usually ages of 50 and up.  Generally speaking they tend to be more ready for retirement and want to get there, they also tend to be more laid back.  It’s important to establish a good working relationship with clients to make it a meaningful experience for both the client and myself.

Q: Paint me a picture of what a day in your shoes typically goes like..

A: Starts with coming in and reading financial news.  Any research reports, final touches on recommendations for anyone.  Mornings are appointment free and the time is completely allocated to phone calls with clients.  Active investing clients are first, face-to-face appointments happen in the afternoons.  After my appointments I then spend the rest of the day going over my clients accounts and see if there is anything else I can do for them.  After that I then plan my day for tomorrow and then call it a day.

Q: What do you love about your industry/niche?

A: It’s always really pleasant when you help someone reach there financial goals.   It’s really rewarding to watch a client reach retirement, there’s this moment a client has when they are told they can retire and it makes me feel great about my work.  At the end of the day it’s great to use the tools of my trade to help clients reach there retirement goals.

Q: Any rewards, certifications, etc that you would like to brag about?

A: I was rewarded the Ted Jones Prospecting Reward in 2005.  I built a branch from scratch when I was with Edward Jones and they had an award called the Ted Jones Prospecting Reward.  It’s a big achievement because Edward Jones has more than 10k advisors and only about 1k advisors in the history of the company have received it.

Q: Have you always been located in Long Beach?

A: No, I am a Indiana Native

Q: If you could give someone relatively new to your industry/niche any advice or tips, what would that be?

A: Don’t put money first, put people first.

Eric RossInterviewer: Well Eric that concludes the interview, I want to thank you for your time to sit down and let us pick your brain.

A: Anytime!

It was great sitting down with Eric and learning what a financial planner is really about.  If you would like to get in contact with Eric please feel free to visit his website at www.rosswealthmanagement.com or call him directly at (562) 206-0675.



Would you like to see a meme of how differently people tend to perceive a financial planner?  Of course you do!  (click on the image to see the full version in a new tab)

Financial Planner Meme




*Securities are offered through Crown Capital Securities LLC, Member FINRA/SIPC

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