Howard Ross, JD, MBA, CFP®, CLU, ChFC

Howard Ross, JD, MBA, CFP®, CLU, ChFC

Phone: (516) 358-3861
Fax: (516) 358-3927
E-mail:
 

Howard Ross, JD, MBA, CFP®, CLU, ChFC

 

Realizing that the client comes first has always been a priority for Howard Ross. After almost 30 years of client commitment and dedication to AXA Advisors Howard decided to form an additional affiliation with Equinox Financial Partners. Realizing that no one person has all the answers and that a team approach best serves clients in this modern era, Howard joined Equinox Financial Partners in 2014. Howard remains committed to insurance, investments, retirement and estate planning strategies. He brings to his clients all of his professional experience and training in risk management, insurance, investments, and financial services to provide in-depth analyses of these needs.

 

Outside of his role as an AXA Advisors financial professional, and a member of Equinox Financial Partners, Mr. Ross also maintains an independent active personal income tax preparation service and independent legal practice concentrating on trusts, wills, and elder law issues.

 

In 1971, Mr. Ross received his B.A. in Accounting (cum laude) from Baruch College, and went on to graduate from St. John’s School of Law in 1975, and was admitted to practice law in New York in 1976.  He completed his M.B.A. in Finance, from Baruch College.  In 1982 he received his designation as a CERTIFIED FINANCIAL PLANNER® professional in 1987, earned the Chartered Financial Consultant (ChFC) in 1990, and Certified Life Underwriter (CLU) professional designations in 1992 and in 1995 became a Certified Public Accountant (CPA).  Mr. Ross is a member of the New York State and Nassau County Bar Association, The Financial Planning Association, and The National Society of Financial Service Professionals.

 

Howard is also a well-known lecturer, having been quoted in many prominent publications such as Newsday, The Ladies Home Journal.

 

 

 

 

 

 

 

AXA Advisors, its affiliated companies, and their representatives do not provide tax, accounting or legal advice or services.  Please consult your tax, accounting and legal advisors regarding your particular circumstances.

 

CFP®, CERTIFIED FINANCIAL PLANNERTM and CFP (flame logo) are certification marks owned by the Certified Financial Planner Board of Standards, Inc. and are awarded to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Certified Financial Planner Board of Standards

1670 Broadway, Suite 600, Denver, CO  80202-4809


Securities offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

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