Michael Ross, CFP®

President at Financial Connection, Inc.
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Contact Information
us****@****om
(386) 825-5501
Location
Boca Raton, Florida, United States, US
Skills

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Bio

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Credentials

  • Certified Financial Planner
    CFP Board
    Jan, 1996
    - Nov, 2024

Experience

  • Financial Connection, Inc.
    • United States
    • Financial Services
    • 1 - 100 Employee
    • President
      • Oct 1988 - Present

      I am the Founder and CEO of Financial Connection, Inc., a Financial Planning, Wealth Management, and Employee Benefits firm serving individual consumers and businesses. My most important function has been providing superior financial advice and guidance to individual clients and their families, as well as small business owners. In over three decades of growing the business, I have overseen our development into a firm that specializes in working with business owners, entrepreneurs, retirees, and more recently, widows. As the CEO, I have mastered and excelled in all the operational aspects of running a small business including; recruitment, training and supervision of personnel, marketing and advertising strategies and decisions, maintaining and developing relationships with product and service vendors, regulatory compliance, technology, and all strategic decisions involving the corporation. I never forget that I am a professional, a fiduciary, a confidant, and an entrepreneur. Show less

  • FINRA
    • United States
    • Financial Services
    • 700 & Above Employee
    • Securities Arbitrator
      • 1995 - Present

      Selected to participate on FINRA panels appointed to arbitrate disputes between FINRA member securities firms, and their customers and employees. Selected by the parties to adjudicate cases as large as $50 million. Earned qualification to serve as panel chairperson. Selected to participate on FINRA panels appointed to arbitrate disputes between FINRA member securities firms, and their customers and employees. Selected by the parties to adjudicate cases as large as $50 million. Earned qualification to serve as panel chairperson.

  • CFP Board
    • United States
    • Non-profit Organizations
    • 100 - 200 Employee
    • Member Discipline & Ethics Commission
      • Apr 2007 - Dec 2009

      Appointed by the CFP Board to serve on the Commission, a sub board, which is responsible for hearing and adjudicating cases involving CFP® licensees and candidates accused of violating the Code of Ethics or Practice Standards set by the CFP Board of Standards. Appointed by the CFP Board to serve on the Commission, a sub board, which is responsible for hearing and adjudicating cases involving CFP® licensees and candidates accused of violating the Code of Ethics or Practice Standards set by the CFP Board of Standards.

  • Smithtown Central School District
    • United States
    • Education Administration Programs
    • 500 - 600 Employee
    • Elected Trustee, Board of Education
      • Jul 1992 - Jun 1995

      Elected to serve on the Board of Education in one of NY State's largest school districts, As Chairman of the Business Affairs Committee of the Board, my primary responsibility was overseeing the development and implementation of annual budgets exceeding $90 million (approximately $165 million in 2020 dollars), including the first and only tax cut in the history of the district. This cut was the fruit of a research project I undertook which proved massive misallocation of resources that led to no improvement in student performance. Show less

Education

  • American University
    Bachelor of Business Administration (BBA), Finance
  • Københavns Universitet
    Certificate of International Business

Community

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