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Ross C. Gaudoin

Financial Planner, First Republic Investment Management

Northern California

Ross Gaudoin is a Managing Director of Financial Planning at First Republic Investment Management.

Prior to joining First Republic in 2012, Mr. Gaudoin was a Partner and Director of Wealth Advisory services for Astera Financial Group, LLC where he also served as Chief Financial Officer. In his role as a Managing Director of Financial Planning, Mr. Gaudoin consults with clients on a wide range of financial, estate, charitable and tax planning solutions and works with them in designing and implementing appropriate strategies to meet lifestyle, legacy and philanthropic goals. Immediately prior to joining Astera in 2008, Mr. Gaudoin was a Vice President and Wealth Planning Strategist with Wells Fargo Private Bank. For nine plus years prior to joining Wells Fargo, he was a practicing estate planning and tax attorney and partner with a law firm on the East Coast. In that role, he advised high net worth clients on estate, trust and tax planning matters, prepared tax returns for clients, as well as served as a trustee for various charitable foundations.

Mr. Gaudoin received his Bachelor of Science in accounting, cum laude, from Duquesne University in Pittsburgh, PA. He also earned his Juris Doctor from Duquesne University School of Law and served as a member in good standing of the Law Review.

Wealth Management Experience: 15 Years

Check the background of this investment professional on FINRA's BrokerCheck.