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    Ross Pake, CFP, is a financial planning specialist with thirty years of experience. He is a Retirement Rollover Specialist and High Net Worth Adv… Read More
    Ross Pake, CFP, is a financial planning specialist with thirty years of experience. He is a Retirement Rollover Specialist and High Net Worth Advisor to both families and foundations. Ross Pake is a top advisor within LPL Financial, America’s #1 independent Broker-Dealer, which he joined in 1996. Ross Pake’s career in Investment and Financial Planning began in 1984. He currently manages more than $100 million. Read Less
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Ross Pake has a proven track record in the field of financial planning, with 30 years of experience. He holds various business and industry designations, degrees and certifications and currently manages more than $100 million.
Ross Pake is a successful Orange County financial planner with 30 years of experience. He specializes in Retirement Rollovers, is a High Net worth Advisor, and is a top advisor within LPL Financial, America’s top independent broker-dealer.
Ross Pake, CFP, is a Certified Financial Planner active in numerous Orange County charities. Ross Pake has been involved with the Mission Hospital Foundation since 2011, and served as Sponsorship Chair of the 2013 Mission Hospital Golf Classic that helped raise record net proceeds of $375,000.
Ross Pake is a longtime Orange County financial planner. He is a Retirement Rollover Specialist and High Net Worth Advisor who currently manages more than $100 million. Ross Pake is a top advisor within LPL Financial, the #1 Independent Broker Dealer in the United States by total revenue according to Financial Planning magazine (1996-2013).
Ross Pake, CFP is the founder of Legacy Wealth Management (formerly Ross Pake, CFP & Associates), an Orange County financial services and advisory management firm located in Tustin, California. Ross Pake is also a top advisor within LPL Financial, the nation’s top independent broker-dealer.
Ross Pake, CFP, is a Certified Financial Planner with 30 years of experience. He is the founder and Managing Director of Legacy Wealth Management (formerly Ross Pake, CFP & Associates) and holds financial and business degrees from various financial institutions.
Ross Pake is a Retirement Rollover Specialist and High Net Worth Advisor with 30 years of experience. Ross Pake founded Legacy Wealth Management (formerly Ross Pake, CFP & Associates) located in Tustin, CA in 1996, and currently manages more than $100 million.
Ross Pake is an Orange County Certified Financial Planner with 30 years of experience. Ross Pake is involved in many charities. Most recently he served as Sponsorship Chair of the 2013 Mission Hospital Golf Classic.
Ross Pake, CFP, is a Certified Financial Planner who holds business and financial degrees from several institutions. Ross Pake has been active within the Mission Hospital Foundation since 2011. He is married and the father of three.
Ross Pake, CFP has been a financial planner since 1984. He founded Legacy Wealth Management (formerly Ross Pake, CFP & Associates) located in Tustin, CA in 1996, and currently manages in excess of $100 million. Ross Pake is active within numerous Orange County charities.