| David L. Ross has built a career on the
principles of quality communication and trust. His
company, The Ross Financial Group, headquartered in Beverly
Hills, specializes in helping business owners and high net worth
individuals accomplish their financial goals, and implement
highly-tailored insurance, tax minimization and investment
strategies. David's sensitive and
frank style allows him to get the heart of the financial issues
that his clients face and deliver effective and lasting
solutions. For this reason, he enjoys the privilege of
long-term, trusting client relationships.
Before entering the financial services
profession, David was president of a Los Angeles consulting firm
that specialized in leading senior executives through sensitive
communication issues. Some of his clients included: ARCO,
Avery Dennison, California Science Center, City of Pasadena,
CalFed Bank, Ernst & Young, Deloitte & Touche, Mellon First
Business Bank, Mrs. Gooch's Whole Foods, Pepperdine University,
Southern California Edison, Sunkist, The American Heart
Association, The Daily News, The Gas Company, The Red Cross,
Transamerica, United Health Plan and the USC Marshall Graduate
School of Business.
In 1990, David was awarded a Distinguished
Diploma of Honor from Pepperdine University. He holds a
Certified Financial Planner™
designation.
David currently serves
on the Los Angeles County and the Western States Affiliate
Boards of Directors of the American Heart Association, is
president of the Los Angeles Downtown Breakfast Club, and is a
volunteer Inner-City Arts.
David L. Ross is a
third-generation Los Angelino. His career reflects the
pioneering character and interest in communication that
distinguished his grandfather, Harold Lloyd, who is recognized,
along with Charles Chaplin and Buster Keaton, as a major force
in the early development of comedy in Motion Pictures.
David is an amateur
musician and has played with community orchestras throughout the
Los Angeles area. In addition, he is an avid boater and
sails out of his homeport of Long Beach, where he lives with his
wife, Shabnam, and two cats.
CA Insurance License #:0D32677 |
FMC Financial Group offers a full range of
services to help clients identify and realize their financial
goals. Our services include:
| • |
Estate and retirement
analysis |
| • |
Investment* and portfolio
analysis |
| • |
Pensions and employee
benefit plans |
| • |
Disability income
insurance analysis |
| • |
Executive compensation
and business insurance plans |
Our strategy is to recommend products and
programs based on a clear understanding of each client's
individual needs, means, goals, temperament, and willingness
to handle risk.
* David L. Ross is a Registered Representative
of, and offers securities, investment advisory and financial
planning services through MML
Investors Services, Inc., member
SIPC. Supervisory office: 4695 MacArthur Court, Suite 1000,
Newport Beach, CA 92660. Tel (949) 660-1717
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