Ross Gobel

Paraplanner, Wealth Management

Ross Gobel

Paraplanner, Wealth Management

As a Paraplanner, Ross assists Financial Advisors by helping to analyze data and prepare financial reports. Ross is an integral part of the team, as he continually updates financial plans to align with the changing needs of our clients.

After gaining experience as an Investment Operations Associate at Northwestern Mutual in Minneapolis, Ross joined BGM. With a Finance degree from Minnesota State University, Mankato, he takes pride in his work, especially when helping clients implement successful strategies.

Outside the office, the Minneapolis resident enjoys time with family and friends, whether hiking or enjoying days on the lake. He also likes traveling, with Florida being one of his favorite destinations.

Areas of Expertise

Education, Credentials, & Honors

  • Bachelor of Science in Finance, Minnesota State University, Mankato

“BGM” is the brand name under which BGM CPA, LLC and BGM Group, LLC provide professional services. BGM CPA, LLC and BGM Group, LLC practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. BGM CPA, LLC is a licensed independent CPA firm that provides attest services to its clients, and BGM Group, LLC and its subsidiary entities provide advisory, and business consulting services to their clients. BGM Group, LLC and its subsidiary entities are not licensed CPA firms. The entities falling under the BGM brand are independently owned and are not liable for the services provided by any other entity providing services under the BGM brand. Our use of the terms “our firm” and “we” and “us” and terms of similar import, denote the alternative practice structure conducted by BGM CPA, LLC and BGM Group, LLC.

BGM WEALTH: Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.