Alisiani Financial Group

Professional

Before Ross Alisiani can speak intelligently about the products and services that might be appropriate for you and your family or business, he needs to get to know you. And, before you can feel comfortable sharing your goals and dreams, you need to get to know Ross Alisiani.

 

Awards and Services

  • Million Dollar Round Table Qualifying Member: 2011, 2013 - 2018
  • National Association of Financial Advisors: Quality Award 2010-2015
  • Community Impact Award for work with Brent’s Place 2013 and 2016

 

Professional Designations & Education

Certified Financial Planner logo

 

 

Ross Alisiani holds his CERTIFIED FINANCIAL PLANNER™ (CFP®) certificate. Additionally, he has earned the following designations: Chartered Financial Consultant (ChFC®), Retirement Income Certified Professional (RICP®), Chartered Life Underwriter (CLU ®), and Certified in Long Term Care (CLTC®). Ross also holds his FINRA (Financial Industry Regulatory Authority) series 7, 6, 65, 63, 9 and 10 certifications and is licensed in over 20 states accross the US.

 

 

Million Dollar Round Table (MDRT)

Ross Alisiani is a member of the Million Dollar Round Table (MDRT), the Premier Association of Financial Professionals. Founded in 1927, MDRT provides its members with resources to improve their technical knowledge, sales and client service while maintaining a culture of high ethical standards. Million Dollar Round Table logo

MDRT's mission is to be a valued, member-driven international network of leading insurance and investment financial services professionals who serve their clients by exemplary performance and the highest standards of ethics, knowledge, service and productivity.

  • Million Dollar Round Table Qualifying Member: 2011, 2013 - 2018

 

 

Years of Experience

Ross has been building his Wealth Managment Practice since 2010. He also holds a leadership role as a District Director in Devner. Ross coaches and mentor's other advisors on how to build and sustain a successful financial planning practice.

 

Personal Education

  • Colorado College: Economics and Business 2007
 

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