• Home
  • About
    ▼
    • Why Us?
    • Our Process
  • Team
    ▼
    • Our Team
    • Bo Caldwell, CFP®, ChFC®
    • Matt Sudol
    • Matt Mai, AAMS®
    • David Ross
    • Benjamin Hosseini
    • Jacob Babalai
    • Mikela Rapattoni
    • Brandt Oxley
  • Services
  • Radio Show
  • Recent Posts
  • Contact
  • Skip to primary navigation
  • Skip to main content
  • Skip to primary sidebar
  • Skip to footer
Call: (503) 253-3000 Client Portal Login Schwab Alliance Fidelity Orion
Price Financial Group | Financial Advisors | Beaverton, Oregon

Price Financial Group | Financial Advisors | Beaverton, Oregon

  • Home
  • About
    • Why Us?
    • Our Process
  • Team
    • Our Team
    • Bo Caldwell, CFP®, ChFC®
    • Matt Sudol
    • Matt Mai, AAMS®
    • David Ross
    • Benjamin Hosseini
    • Jacob Babalai
    • Mikela Rapattoni
    • Brandt Oxley
  • Services
  • Radio Show
  • Recent Posts
  • Contact

David Ross

David Ross

I have worked as a Personal Financial Advisor for the last ten years in the greater Portland area and have successfully helped investors navigate both good and challenging markets. I continue to love, listen, and learn and it has been a privilege to watch my clients meet their financial goals through our teamwork. I look forward to getting to know you, your unique scenario and seeing how best to be of service.

At Price Financial Group, I am surrounded by talented, dedicated, creative people that genuinely care about the clients we serve. PFG also uses industry-leading technology, a wide range of financial products, and we hold ourselves to the highest fiduciary standards. PFG gives me the flexibility and confidence to seamlessly work with other professionals, so I am happy to connect with your attorney, tax professionals or anyone else important to you on your team.

Numbers have always been a constant in my life (pun intended). I grew up with a stockbroker father and a math teacher mother so there was always a math or logic narrative flowing through the house. Mr. Foster, at The Thacher School, was an exceptionally creative and enthusiastic math teacher who helped develop my strong link with math and science.

I attended Tulane University where I studied Marine Science and Business and enjoyed all that New Orleans offered. After graduating from Tulane, I worked for NOAA as a Marine Biologist and underwater videographer and reef designer. Eventually, I earned my US Coast Guard 100-Ton Captain’s Certificate and my SCUBA diving instructor and explored many amazing places in the Caribbean, Gulf of Mexico, and South Africa, eventually moving to the Big Island, Hawaii.

I lived for almost a decade in Hawaii where I had the opportunity to teach many people to dive, explore the reefs, volcanos, and jungles. I also had the privilege of working as the Area Director for Special Olympics West Hawaii where we enhanced the community through awareness in schools and athletic competitions across the Hawaiian Islands. Having the ability to help people and find active solutions to more joy is my jam!

After many years and my body growing tired of working full-time on boats, I earned a teaching credential through the University of Hawaii and became a middle school math and science teacher. I decided to relocate to Portland for more opportunities and longer road trips. I decided it was the right time to explore financial advising since I have always enjoyed helping others, working with numbers, and fostering long term relationships.

When away from the office and not hauling and cheering on my 2 kids at Hockey, Soccer or Skyhook, I find myself playing with my dogs or working in the garden. When the Ross family adventures out, we can be found kayaking, biking, hiking, skiing or basically anything outside the PNW has to offer. Along the way there will be reading, plenty of picture taking, creating beautiful art and plenty of good tunes. 

Primary Sidebar

Recent Posts

  • Sell in May and Go Away?
  • Triple Threat: Three Reasons Why Life Insurance Can Help Protect And Grow Your Family’s Wealth
  • 5 Strategies to Make Your Employer-Sponsored Retirement Plan Work Harder
  • Investors Beware
  • Taxes and Your Portfolio

Recent Radio Shows

May 1, 2022 | Best of Investing Simplified

April 24, 2022 | Best of Investing Simplified

April 17, 2022 | Episode 16 | Mortgage Rate Hikes and Economic Cycle

April 10, 2022 | Episode 15 | Unemployment rate and Social Security options

April 3, 2022 | Episode 14 | Value of working with an advisor

Schedule a Complimentary Consultation

Call us at (503) 253-3000 or

submit a request

Footer

Recent Posts

  • Sell in May and Go Away?
  • Triple Threat: Three Reasons Why Life Insurance Can Help Protect And Grow Your Family’s Wealth
  • 5 Strategies to Make Your Employer-Sponsored Retirement Plan Work Harder

Quick Links

Radio Show

Recent Articles

Contact Us

Disclosures

Form CRS

ADV Wrap Brochure

Part 2A Firm Brochure

Part 2B Brochure

(503) 253-3000
7160 SW Fir Loop
Suite 201
Tigard, OR 97223

2024 Copyright © All Rights Reserved. Price Financial Group Wealth Management, Inc. is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Price Financial Group Wealth Management, Inc. and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Price Financial Group Wealth Management, Inc. unless a client service agreement is in place. Price Financial Group Wealth Management, Inc. provides strategies for estate and / or tax planning. These strategies do not constitute tax or legal advice. Consult legal or tax professionals for specific information regarding your individual situation.

2024 Copyright © All Rights Reserved. Price Financial Group Wealth Management, Inc. is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Price Financial Group Wealth Management, Inc. and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Price Financial Group Wealth Management, Inc. unless a client service agreement is in place. Price Financial Group Wealth Management, Inc. provides strategies for estate and / or tax planning. These strategies do not constitute tax or legal advice. Consult legal or tax professionals for specific information regarding your individual situation.