Ross Pake

Ross Pake has been an Investment and Financial Planner since 1984. Ross Pake is presently a top advisor within LPL Financial, America’s #1 Independent Broker-Dealer, according to Financial Planning magazine. He founded Legacy Wealth Management (formerly Ross Pake, CFP & Associates) in 1996 and currently manages in excess of $100 million. He holds two Bachelor of Arts (B.A.) degrees from the University of California-Santa Barbara, and industry designations from the Institute of Certified Fund Specialists, and the University of California-Irvine.