Bill Roberts-Ross

About Bill Roberts-Ross

Most business owners work hard to build freedom — yet feel trapped by taxes, rising costs, and financial uncertainty. I know because I’ve seen too many entrepreneurs pour everything into their business… and still feel unsure about their long-term security.That’s where I come in.I help business owners protect profits, reduce tax liability, and turn active income into lasting wealth through proven financial strategies. My mission goes beyond numbers — it’s about creating confidence, stability, and legacy for families and teams.At the same time, I’m passionate about building leaders in financial services. I mentor aspiring advisors who want to build purpose-driven businesses of their own — giving them the tools, systems, and mentorship to create both income and impact.If you’re a business owner looking to keep more of what you earn, or someone who wants to make a difference in the financial world while gaining true time freedom — let’s connect. Send me a message or book a quick call — I’d love to learn more about your goals and see how we can create a strategy that works for you.

Experience

1. Financial Services Professional

   Gfi Global Financial Impact

   Mar 2024 — Present · San Jose, CA, US

   As a Financial Services Professional with GFI Global Financial Impact, I help business owners, families, and professionals design strategies that protect income, reduce taxes, and build long-term wealth.My approach blends personalized financial guidance with education and empowerment — because real financial freedom comes from understanding and intentional planning.Impact & Results:• Helped business owners uncover thousands in annual tax savings through advanced benefits strategies• Designed customized protection and wealth-building plans to secure family legacies• Mentored new advisors entering the financial industry, providing leadership, training, and proven systems for growthMy mission is simple — to help others create lasting impact for their families, communities, and future.

Education

• Sonoma State University

  Bachelor of Business Administration, Concentration in Management

  2005 — 2007

• Grand Canyon University

  Master of Business Administration (MBA), Leadership

  2017 — 2018

• College of the Siskiyous

  Associate Degree, Business Administration and U.S. History

  2002 — 2005

Skills

• Fundraising
• Marketing Strategy
• Outstanding Customer Service
• Team Management
• Sales Management
• Fast Learner
• Budgets
• Employee Training
• Regional Development
• Key Account Management
• Training & Development
• Account Management
• Marketing
• Negotiation
• Sales
• Inventory Management
• Edi
• Team Leadership
• Erp
• Leadership
• Invoice Processing
• Creative Problem Solving
• Annual Budgets
• Leadership Development
• Planograms
• Merchandising
• Cross-Cultural Training
• Order Management
• International Sales
• Trade Shows
• Retail
• Warehouse Management
• Management
• Sales Operations
• Customer Service