Eric Ross, CFP®

Director of Financial Planning & Shareholder

“One of my favorite aspects of our approach is the deeply held respect we have for our clients. I also enjoy working with colleagues that have such a depth and breadth of professional experience.”

Eric’s Story

Eric is grateful to have found a profession that enables him to continually meet incredible people and to form lasting relationships with clients while helping them achieve their dreams. Because he believes that financial planning should empower clients and give them confidence, he makes staying up-to-date on financial planning topics a priority, sharing these findings with colleagues and clients. As the leader of Truepoint’s financial planning team, Eric strives to foster a working environment that is collegial, nimble, and innovative, yet always focused on excellent client service in every aspect of the business.  

Eric’s interests in financial planning and business leadership extend outside of the office, as well. He serves as a business coach for Flywheel, an organization that helps entrepreneurs launch small businesses, and he volunteers his time with professional associations and local organizations. He enjoys spending his leisure time with his wife and their two sons; together they enjoy the outdoors, especially hiking, biking and sailing.


Specialties: corporate executive financial and life planning, entrepreneur financial and life planning, P&G financial and life planning

Education

The Ohio State University, BS, Business Administration

Designations

CERTIFIED FINANCIAL PLANNER™

Community Involvement (5)

  • Flywheel Social Enterprise Hub – Business Coach
  • Sycamore Advisory Commission – Member
  • The Ohio State University, Fisher College of Business – Mentor
  • National Association of Personal Financial Advisors (NAPFA), Midwest Board of Directors – Treasurer
  • U.S. Soccer Federation – Licensed Coach

Awards & Honors (1)

  • Pace Setter Award – Fisher College of Business, The Ohio State University

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