Jeffrey Ross


Jeffrey Ross

Jeffrey Ross is an entrepreneur with specializations in financial planning, investment management, strategy creation, and problem-solving.  He established his primary business interest, The Planner’s Edge, in 1981.  This business helps approximately 150 families successfully create and maintain personal “Platforms of Confidence” for approaching their futures with confidence.

Mr. Ross graduated from Claremont Men’s College in 1975 with a BA in accounting and psychology.  He also graduated from The University of Michigan Law School with a JD in 1978, and received his credentials as a Certified Financial Planner in 1983.

Jeff operates from a belief system that every human being has a Unique Ability, something that he/she does naturally and easily all the time, something that provides rather than depletes personal energy, and something that (ideally) forms the central focus and activity of a person’s life.

Jeff’s two children, Lindsey and Barry, are adults living in Portland and Vancouver, BC, respectively.  When Jeff is not at work one will likely find him on a golf course.