Ross C. Gaudoin

Ross C. Gaudoin

Advanced Planner, First Republic Investment Management
East Bay

Ross Gaudoin is a Managing Director and Advanced Planner 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 an Advanced Planner, 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 attorney advising clients on estate, trust, tax and corporate matters, preparing tax returns for clients, as well as serving as trustee and/or advisor for various charitable foundations.

 

Mr. Gaudoin received his Bachelor of Science in Accounting, cum laude, from Duquesne University in Pittsburgh. He also earned his Juris Doctor from Duquesne University School of Law and served as a member in good standing of the Law Review. He holds the Chartered Life Underwriter® designation.   

 

Wealth Management Experience: Since 2006