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Ross Pake, CFP, is an Investment and Financial Planning advisor with thirty years of experience. He holds financial planning designations from the University of California-Irvine Extension and the Institute of Certified Fund Specialists, and earned two B.A. degrees from the University of California-Santa Barbara in Business Economics and Communication Studies. Since 1996, Ross Pake has been a top advisor within LPL Financial, the #1 independent Broker-Dealer in America. Ross Pake and his family reside in San Juan Capistrano, CA.
Selecting the optimal financial aid service is crucial for securing your financial stability. This comprehensive guide delves into the significance of choosing the right assistance, navigating through options efficiently, and ensuring your financial future remains secure.
Troy Irvine is a dedicated, self motivated leader and hunter with 20 years of sales and executive experience. He is the former Owner and Franchisee of MR Sandless of Southern MN Franchise, Albert Lea, MN (Jan 2016 to April 2018). Troy Irvine’s franchise set two company records for 2017. Troy served as the Regional Director of Operations & New Franchise Trainer for MN from 1998 to 2001. He managed 3 Stores in Owatonna, Albert Lea, and Austin MN. Also served Alliance Benefit Group – Albert Lea MN (2014-2016) & Edward Jones – Albert Lea MN (2001-2014).
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Cardinal Point is an independent cross-border wealth management firm created to service the financial needs of high net worth individuals and their families in the United States and Canada.
Cardinal Point is an independent wealth management group of companies created to service the sophisticated needs of high net-worth families. Our financial advisors operate under the fiduciary standard and understand that your wealth, family, interests and values are all interconnected.See more at: http://cardinalpointwealth.com/
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James Y Ipek is a highly experienced precious metals trader with excellent quantitative, analytical and interpersonal skills. Currently, He works at Monex Precious Metals as a Financial Services Representative.
James Y Ipek is a well-experienced Precious Metals Trader working at Monex Precious Metals. He has completed his Honors from Golden Key Honor Society. He is also a mentor for his college fraternity Sigma Pi at University of California, Irvine.
Cardinal Point is an independent Canada-U.S. cross-border wealth management organization. We focus on providing personalized investment, financial and tax planning.http://cardinalpointwealth.com/
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