Eden Ross, CFP®

Associate Advisor

Armed with a solid foundation in finance, Eden Ross, CFP®, is an outcome-oriented Associate Advisor with a passion for providing thoughtful and personalized financial advice. As a CERTIFIED FINANCIAL PLANNER™ professional, she upholds the highest standards of financial planning, ensuring that clients receive expert guidance tailored to their unique aspirations.

In her role as an Associate Advisor, Eden is dedicated to assisting the firm’s Lead and Senior Advisors in delivering personalized solutions that align with clients' financial goals. Her expertise spans in-depth financial analysis, investment planning, and the development of strategic portfolios designed to optimize wealth growth and protection.

Eden believes in building long-lasting relationships based on trust, integrity, and a deep understanding of her clients’ needs. By staying attuned to market trends and leveraging cutting-edge financial tools, she helps the team make informed decisions that support clients in achieving financial confidence and long-term success.

Eden loves living in Colorado and enjoys attending Broncos and Avalanche games. She stays active by hiking with her Aussie Asher, playing in local volleyball leagues, and attending Pilates classes.

Education and Designations

• CERTIFIED FINANCIAL PLANNER™, CFP Board

• Bachelor of Science in Business Administration, Emphasis in Finance and Personal Financial Planning, University of Colorado Boulder.