Why I Became a Financial Advisor
I was born and raised in NY. I began my career as a Management Consultant with Accenture and EY Cap Gemini. I really enjoyed working with new clients, getting to know their businesses really well, and identifying areas where our firm could add value. The idea of potentially growing their business and causing them to add jobs was inspiring. I am proud of what we were able to accomplish working side by side. That was a very exciting time of my life but being on the road and in airports so often got old. It was time for a career change.
As a Financial Advisor, I get to spend time with people, get to know them well, and help them identify and pursue their financial goals. That sounded like a good career change to me…and no more Rocket Man! I am proud of what my clients have accomplished over the last ten years and I’m excited to see what they will accomplish for their families and their businesses in the future.
I am part of LPL Financial because I truly believe that objective financial advice is best for clients whether that is an individual, a family, or business. LPL Financial is a family and a team. Working as a team, I have access to experts in all areas of personal finance as well as a wide selection of products and services to help my clients pursue their life goals and financial goals.
Check the background of investment professionals associated with this website on Finra’s brokercheck.
Financial Plans from a Certified Financial Planner CFP
Plan Manager, LPL Financial
In his role as Plan Manager at LPL Financial, Ross supports Virtue Wealth Management where he assists in developing and executing comprehensive financial plans. As a member of the LPL Paraplanning Services team, Ross partners with advisors to deliver financial planning support by providing detailed data analysis and cultivating planning strategies to assist clients in reaching their financial goals. LPL’s Paraplanning Solutions group is not affiliated with Virtue Wealth Management.
Ross’ financial services career launched in 2007 where he served as a Financial Services Officer and Financial Planner prior to joining LPL Financial in 2023. Ross received his Bachelor of Science in Finance from the University of North Carolina at Wilmington and Master of Business Administration from East Carolina University, and he received his CFP® designation in 2013. He is also an Enrolled Agent (EA).
Ross and his wife live in Greenville, North Carolina where they are raising their daughter. They are actively involved in the community, are avid golfers, and love to support the ECU Pirates.
545163 – Ross Allen is employed by LPL Financial.
Meet the Amazing Nicole!
Meet Nicole, the new addition to the Virtue Wealth Management team! Nicole is our Admin Assistant.
Here’s a little bit about Nicole…
- Nicole Pittman is originally from Mountain View, California!
- She was raised in Charlotte, NC.
- She has been married to her husband for 15 years. Together they serve as Youth Pastors at their church.
- Nicole loves to travel and spend time with family and friends.
- In her free time Nicole is often found volunteering and event planning for church events.
Meet Your Retirement Results Team
The Retirement Results Team is our own specialized group of retirement specialists dedicated to educating you, the employees of the 401(k) plans that we advise. They discuss in-plan advice for your individual account and other retirement plan options (e.g. educating you on the 4 options you have for your account when you leave your employer). This experienced team is focused on serving your diverse financial needs and concerns and are available on-call or by appointment to help you at every stage of your career.
Every retirement specialist on our team is a registered financial advisor with real life experience helping people, just like you, navigate a successful path toward retirement. Our sole focus is to help you pursue your retirement goals.
Our Independence is in Your Best Interest
Our Values
Erick Arndt: Financial Advisor
An advocate for small business, I founded SCV Startup, the technology Startup Community in Southern California with a mission of creating and curating high-tech companies and jobs in Santa Clarita. In September 2017, I am proud to say I was recognized with the Entrepreneurial Impact Award for this work with SCV Startup over the last several years promoting and nurturing the startup community in the Santa Clarita Valley. I am proud to tell you I have be named to the “The Valley 200” by The LA Business Journal in 2016, 2017, 2018, and 2019 (and actively working towards 2020). The Valley 200 recognizes the “200 most powerful business people and leading opinion shapers in the San Fernando, Santa Clarita, Conejo and Antelope valleys”.
How we’re different
Our clients seek more than a “1-800 number client experience” and a menu of investment products to choose from. They want a relationship, guidance, and experience from a trusted Financial Advisor.
Our Clients Enjoy:
- Market research and access to industry-leading portfolio strategists including Dimensional Fund Advisors (DFA), Vanguard, LPL Financial Research, Cougar Global Investments, Morningstar, Fortigent, Innealta Capital, JP Morgan, Quantitative Advantage and more.
- Leading-edge technology.
- Most of all, a personal relationship. I get to know their children, their parents and neighbors. It’s something I really cherish.
Unique Client Experience
We offer a client experience based on relationship not an account number. When clients call they don’t speak to a different person each time they call (no more call centers or never-ending telephone prompts…push 1 for this, 2 for this, 3 for this….) having to explain their entire situation from the beginning; they simply call their advisor who knows them. And they don’t have to keep leaving messages; their calls are returned in a timely manner. And you don’t have to call to remind us to think about you and your money – we’re thinking about you all the time.