Ross Allen - CFP®, EA, ATFA
Financial Planning Associate
Ross is a financial planning associate at Pathfinder Wealth Consulting. In this role, Ross supports clients and the entire Pathfinder team throughout the financial planning process. Having prepared tax returns for several years, Ross particularly enjoys and appreciates the value that can be found in long-term tax planning and the lasting impacts it can have on increasing one’s wealth.
A North Carolina native, Ross graduated from UNCW with a BS in business administration and began his career in financial services afterwards. Since that time, Ross has constantly strived to improve the financial lives of individuals he has worked with, and fully embraces the concept of financial independence along with the peace of mind it brings. Ross is nearing the completion of the MBA program at ECU, with graduation expected in May 2022.
Ross lives in Wilmington with his wife, Mary Beth, and dog, Oscar. They love to play golf (Ross is still seeking the elusive hole-in-one!) and travel together. They enjoy all of the activities and cuisine that Wilmington offers and spend as much time outdoors as possible.
Professional Certifications, Licenses, and Designations –
- CERTIFIED FINANCIAL PLANNER™ Professional
- Enrolled Agent
- Accredited Trust Financial Advisor
- North Carolina Life Insurance Agent
- North Carolina Accident & Health or Sickness Agent
- North Carolina Medicare Supplement & Long-Term Care Agent