Ross Cutler is the founder of King Tide Advisors. Ross previously lead a Relationship Management team, responsible for over 150 million in client assets. He believes in focusing on client service - listening their concerns, developing their individual path forward, and helping them achieve success. Ross provides comprehensive financial planning through a personal approach with each client.
Ross is passionate about helping every client review their personal situation - this includes understanding their investment strategy, risk planning, estate planning, and tax planning.
Ross holds the CFP® - CERTIFIED FINANCIAL PLANNER™ designation. He earned his Bachelor of Science from the United States Merchant Marine Academy and holds an MBA in Finance. He stays active in the Financial Planning Association (FPA) and the National Association of Personal Financial Advisors (NAPFA).
Young Park is a Vice President, Senior Advisor with King Tide Advisors currently residing in the Washington D.C Metro Area. Young brings over 20 years of experience in the financial services industry, with expertise in broad levels of risk management. His past experience includes principal owner and agent for the Young Park, CPCU State Farm agency in Honolulu, HI.
Prior to joining King Tide Advisors, he was a top performing Relationship Manager where he managed over $45 million in client/household assets. As a military spouse of over 12 years, Young possesses strengths and expertise in working with family transition planning (i.e. military retirement, surviving spouse, divorce, etc) and goal based retirement strategies. Young also provides expertise in the area of Life insurance needs and Long term care risk/solutions. Young believes in delivering the right wealth management solutions to help clients realize their personal objectives and aspirations.
Young holds a Bachelor’s degree in Business Marketing and Management from Ursinus College, as well the CPCU designation. He is bilingual in Korean and the former treasurer of the 101st Airborne Division (Air Assault) HHB Family Readiness Group.
Advisory services offered through Victrix Investment Advisors LLC, a Registered Investment Advisor
Disclaimer: Registration as a Registered Investment Advisor does not necessarily imply a certain level of skill or training with regulatory authorities. Additional information about Victrix Investment Advisors LLC (CRD # 167517) is available on the SEC’s website at www.adviserinfo.sec.gov.
Please remember to contact Victrix Investment Advisors LLC if there are any changes to your financial situation or investment objectives, or if you wish to impose or modify any reasonable restrictions to the management of your account. A copy of our current Part 2 of Form ADV is available for your review upon request. Please contact us at (772) 320-9658 if you have any questions.
Check the background of our Investment Professionals on FINRA's BrokerCheck here.
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