Adrienne Ross
Advisor at Apforia
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Apforia
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Are you a fellow GenXer who feels like you missed the boat on retirement planning? Are you trying to launch your kids, care for your parents and plan for retirement, all while trying to live well today? Are you getting ready to retire from the military or federal service and re-imagine the next phase of your life? I am here to help you stress less about your money and live more.
Financial planning is the key to financial security. Financial security is the key to freedom; the freedom to change jobs or launch a new business; the freedom to move to a new neighborhood; the freedom to live life on your terms. I can guide you on your journey to financial freedom, security, and peace.
Life doesn’t always go according to plan. As a military spouse, I learned to be adaptable, agile, and tenacious. My own financial journey started when it was suddenly up to me to plan for my family’s financial future while my husband was frequently deployed. Over the past ten years, I have helped countless military service members, law enforcement officers, and a whole lot of GenXers navigate life transitions, career changes, relocations, and retirements.
As a Financial Planner, I get to make the world a better place, one family, one person at a time. I am a Certified Financial Planner™ Professional, Chartered Financial Consultant™ and Accredited Financial Counselor®. I started Clear Insight Financial Planning so that I could help more families achieve financial security and freedom. True to my counseling roots, I want to collaborate with you to help you find your path.
If you are ready to worry less and live more, schedule a free consultation, call 509-847-4079 or email hello@myciwm.com.
AUM: 1.0%
Flat: Starts at $4800/engagement
Monthly: $400.00
Apforia LTD
2023 - Present (3 years)
Clear Insight Financial Planning LLC
2019 - Present (7 years)
Rappahannock United Way
2014 - 2016 (2 years)
Zieders Enterprises Inc
2013 - 2021 (8 years)
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