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Ross A. Riskin, DBA, CPA/PFS, CCFC, MS Tax

Chief Learning Officer, Investments & Wealth Institute

Tales from the Crypt-O

The question isn’t whether your clients should or shouldn’t invest in crypto and digital assets – the reality is that they are already invested and will continue to invest in this space. While one of the biggest and most well-known risks associated with these alternatives is the price volatility, there are several others that advisors need to be aware of and prepared to address as the ways in which digital assets are being created, held, and used are constantly changing. From the security/custody risk associated with how crypto is held to the liquidity and counterparty risk that is present on many popular exchanges and lending platforms - this expert panel of thought leaders is prepared to go beyond the basics to address these important topics and more.


Dr. Riskin serves as Chief Learning Officer for the Investments & Wealth Institute. Ross is recognized as a leading expert in the areas of tax planning, college planning and student loan advising, and is known for building innovative online educational experiences for advisors and professionals in the financial services industry. He previously acted as the director of the ChFC® Designation program and led the redesign efforts for one of the largest CFP® education programs in the country at the American College of Financial Services. He is also the Managing Member of Riskin Wealth Management, LLC, Founder and Chief Creative Officer at visiWealth, and sits on the Advisory Board for the American Institute of Certified College Financial Consultants (AICCFC). Dr. Riskin is the author of The Adviser’s Guide to Education Planning: 1st and 2nd Editions, which are published by the AICPA. Ross has presented to over 12,000 individuals through webinars, conferences, and in the classroom. He has been quoted in media outlets such as the Wall Street Journal, CNBC, Yahoo Finance, US News, The New York Times, ThinkAdvisor, and Investment News, and has also been published in journals such as the Journal of Wealth Management, Journal of Financial Planning, Journal of Accountancy, Tax Notes, and the Journal of Multistate Taxation and Incentives. In addition to being a CPA/PFS and Certified College Financial Consultant (CCFC), Ross received a Bachelor of Science in Accounting degree from Fairfield University, a Master of Science in Taxation degree from Bentley University, and a Doctorate of Business Administration in Finance degree from Sacred Heart University.