Adrienne Ross, CFP®, ChFC®, AFC®, MQFP®

Partner
Written By Guest User

Partner

 

Adrienne Ross is a financial advisor and partner at Clear Insight Wealth Management, a wealth management firm for military families, government employees, and business owners looking for a clear path to living their best lives. Adrienne is driven to help clients become more informed financial decision-makers and empower them to solve difficult (sometimes seemingly impossible) problems. She’s hooked on helping people improve all aspects of their financial lives, and there’s nothing else she would rather do.

Adrienne has over 15 years of experience serving military families. She obtained her bachelor’s degree from the University of Illinois Springfield. Adrienne is a Certified Financial Planner™ professional, Chartered Financial Consultant®, and Accredited Financial Counselor®. She is also one of the first financial professionals authorized to use the MQFP®, marking her as a Military Qualified Financial Planner. In 2020, Adrienne was named the 2020 Financial Counselor of the Year by the AFCPE® in recognition of her efforts to serve military families. She is a 2010 FINRA Military Spouse Fellow and scholarship recipient through The Center for Military and Veterans Affairs.

A military spouse for more than 30 years, Adrienne is also a military mom and a military kid. She splits her time as a nighttime babysitter for her grand-babies during Space Force launches, visiting her mom on the ranch and exploring the PNW with her retired Marine husband on her Triumph. In spite of her hectic schedule, Adrienne takes time to mentor other military spouse AFC® counselors and AFC® candidates. She enjoys spending time helping young people (especially those aging out of the foster care system) build financial competency.

Education

  • Bachelors, University of Illinois Springfield

Certifications

  • Certified Financial Planner™ (CFP®)

  • Chartered Financial Consultant (ChFC)®

  • Accredited Financial Counselor (AFC)®

  • Military Qualified Financial Planner (MQFP)®

Awards

  • AFCPE® 2020 Financial Counselor of the Year

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