Ross Pake

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Ross Pake
Founder of Legacy Wealth Management
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Financial Planning Specialist
Ross Pake is the Managing Director of Legacy
Wealth Management. He is a financial planning
specialist with thirty years of experience. Ross
Pake has certification and designations as a
Personal Financial Planner (PFP) from the
University of California-Irvine Extension. He
also holds CFS Designation from the Institute of
Certified Fund Specialists. Ross Pake earned his
Bachelor of Arts Degrees in Business Economics
and Communication Studies from the University of
California-Santa Barbara in 1983.
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Ross Pake Finance Expert
Ross Pake is a licensed insurance agent in
California (0820244) and other states in life,
health and variable annuities, and is certified
as a Personal Financial Planner. He has been
named to LPL Financials Chairmans Club or
Chairmans Council every year since 1997. Ross
Pake is involved in numerous philanthropic
endeavors. He has been married for twenty-five
years and is the father of three children.
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Legacy Wealth Management
Ross Pake, CFP, is Managing Director of Legacy
Wealth Management. He is a Retirement Rollover
Specialist and High Net Worth Advisor to families
and foundations. Ross Pake began his career in
finance in 1984, and today manages more than 100
million. Since 1996, Ross Pake has been a top
advisor within LPL Financial, Americas top
independent Broker-Dealer. Ross Pake holds
several financial planning and industry
designations.
Financial Advisor
Ross Pake is a Retirement Rollover Specialist and
High Net worth Advisor to both families and
foundations, who currently manage more than 100
million. Ross Pake is a top advisor within LPL
Financial, Americas 1 independent
Broker-Dealer, which he joined in 1996. He is the
Managing Director of Legacy Wealth Management.
Ross Pake holds degrees and certifications from
the University of California, Irvine Extension,
the Institute of Certified Fund Specialists, and
the University of California, Santa Barbara.
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