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Ross Marino, CFP®, CeFT®
Founder and CEO in the financial services sector
Ross Marino is a financial professional based in the Greater Wilmington Area, known for his expertise as a Certified Financial Planner (CFP®) and a Certified Financial Transitionist (CeFT®). He is the founder of Transitus Wealth Partners, a firm he established in July 2016, focusing on providing comprehensive financial planning services.
Professional Background
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Transitus Wealth Partners: Marino has been the founder since its inception, where he emphasizes a holistic approach to financial advising.
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Advisor2X: He is also the founder and CEO of Advisor2X, a company he has led since May 2009, which is not affiliated with Transitus Wealth Partners.
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Raymond James: Prior to his current roles, Marino served as a Branch Manager at Raymond James for nearly 28 years, from March 1993 to December 2020.
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Mission Made Jewelry: In addition to his financial career, he founded Mission Made Jewelry in 2015, which was inspired by handmade jewelry from an artist in Ghana.
Education and Certifications
Marino's education includes financial planning studies at the College for Financial Planning and earning a Chartered Financial Consultant (ChFC) designation from The American College. He holds several certifications, including:
- CFP® (Certified Financial Planner)
- CeFT® (Certified Financial Transitionist)
- RIADAC Certificate in Blockchain and Digital Assets®
Awards and Recognition
Ross Marino has received multiple accolades for his contributions to the financial advisory field, including:
- 2021 ThinkAdvisor Luminaries Award for Thought Leadership and Education.
- Finalist for the 2022 ThinkAdvisor Luminaries Award.
- Winner of the 2023 Luminaries Award for Thought Leadership and Education.
Marino's career reflects a commitment to innovative financial solutions and a focus on the unique needs of his clients, particularly during significant life transitions.