7
Years
Total Experience
REDW Financial Advisors & CPAsFinancial advising, accounting, tax, valuation, and wealth management
Ross Nettles
CPA, CFP®, MBA, AIF® | Senior Tax & Investment Manager
Connect with Ross
Education:
Master in Business Administration with a concentration in Finance from the College of Santa Fe
Meet Ross
Since joining REDW Wealth in 2016 as an experienced investment analyst, researcher and portfolio manager, Ross’ role has expanded to include Tax and Investment Management. In addition to portfolio analysis and recommendations, Ross prepares and verifies investment reports and assists clients and trusts with tax planning.
He has also assisted in the analysis of Limited Partner Agreements, Investment Policy Statements and Investment Manager reports to ascertain their accuracy and compliance.
Professional Qualifications and Memberships
Ross is a Certified Public Accountant, a CERTIFIED FINANCIAL PLANNER™ (CFP®), and an Accredited Investment Fiduciary (AIF®). He also holds a Series 65 Securities License.
Community Involvement
Ross is the Treasurer for Horizons Albuquerque, a non-profit organization dedicated to providing summer academic enrichment programs for public school students from low-income families.
Financial Planning
However complex or simple your financial transactions may be, and whatever the level of wealth you’ve attained, our advisors are ready to partner with you to develop a plan tailored to your specific needs and goals.
