Ross Levin

Long an industry leader, Ross Levin, CFP, translates his expertise into meaningful conversations with clients about integrating their money and values. Mr. Levin was the first recipient of the Financial Planning Association's Heart of Financial Planning Award, and the inaugural recipient of Financial Planning Magazine's Lifetime Achievement Award. He currently serves as past chair of the University of Minnesota Foundation and as an ambassador for the Certified Financial Planner Board of Standards in Washington, DC. He is a regular columnist for the Minneapolis Star Tribune and Financial Advisor magazine.