Ross Pake is currently enjoying much success as a leading local investment and wealth manager, particularly as the owner and President of Legacy Wealth Management. Though he loves working his dream job, Pake has plans travel in the not-too-distant future, and is currently gearing up for a trip to Spain with his wife sometime this year. He owns a time-share property in Cabo, Mexico.
Ross Pake is amongst the best Certified Financial Planners in both the state of California and the United States; a professional who is currently responsible for the management of more than $100 million. A 30-year member of the financial planning and investment industry. He is currently the owner and Managing Director of Legacy Wealth Management, a financial services firm based in the community of Tustin, California.He continues to provide every client the financial management and monitoring services they need to achieve financial independence.
Education and Certifications
Ross Pake has been a professional in the financial services industry for more than 30 years, and has earned numerous professional certifications and designations during that time. He is a Certified Financial Planner (CFP), a Personal Financial Planner (PFP), a designation he earned from the University of California-Irvine Extension and a Certified Fund Specialist (CFS), which he earned from the Institute of Certified Fund Specialists. A top advisor with LPL Financial, a leading independent broker-dealer, since 1996, Pake is also an official High Net Worth Advisor, a Retirement Rollover Specialist and a licensed insurance agent in life, health and variable annuities in the state of California.
In addition to an extensive skillset and three decades of financial services industry experience, Pake is also the recipient of a high-quality undergraduate education from the University of California at Santa Barbara, the institution he earned two Bachelor degrees, one in Communication Studies and the other in Business Economics, in 1983.
Clubs or Societies
Alumni Delta Tau Delta fraternity (UCSB 1983)