Allan Ross

Allan Ross

Allan entered the insurance and financial services industry in 1989 following a distinguished career as a pastor with the Christian Churches of Oregon, Tennessee, and North Carolina. A Certified Financial Planner TM Certificant, Chartered Life Underwriter, and Chartered Financial Consultant, Dr. Ross provides clients with over two decades of experience in the areas of Financial, Charitable, Estate and Business Planning.

Allan attended Northwest Christian University, The University of Oregon, Emmanuel School of Religion, Fuller Theological Seminary, and the American College.

As of November 20, 2019, Allan Ross was promoted to Chief Operations Officer at CFP, Inc. Allan’s extensive education and experience uniquely qualified him to take over leadership at CFP, but also continue to guide the planning process for individuals, families, businesses, and charitable organizations. We look forward to many prosperous years with Allan’s leadership to carry on the rich legacy of attention to detail, and client integrity our founder Dick Carney has left with us. That legacy we’ll now carry on for many future generations to come.


There are no warranties implied. Financial Asset Managers, LLC is a registered investment adviser located in Salem, OR. The principal owner is CFP, Inc. [CFP, Inc. is not affiliated with the Certified Financial Planner Board of Standards, Inc.; CFP, Inc is not a Certified Financial Planner, CFP, Inc. does not hold the professional designation of CFP.] Financial Asset Managers, LLC (hereinafter “FAML”) may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. FAML’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of FAML’s web site on the Internet should not be construed by any consumer and/or prospective client as FAML’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by FAML with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of FAML, please contact the state securities regulators for those states in which FAML maintains a registration filing. A copy of FAML’s current written disclosure statement discussing FAML’s business operations, services, and fees is available at the SEC’s investment adviser public information website – or from FAML upon written request. FAML does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to FAML’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice. Insurance products and services are offered and sold through CFP, Inc. and individually licensed and appointed insurance agents. Financial Asset Managers, LLC Form ADV Part 2A is available upon request.

Contact Allan Ross

Phone: 503.588.2988 or 888.588.2988, Ext. 305
Direct: 503.399.3805

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