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Ross Pake

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About me

Ross Pake, CFP is the Managing Director of Legacy Wealth Management and is a top advisor within LPL Financial, the #1 independent Broker-Dealer in America. He is a Retirement Rollover Specialist and High Net Worth Advisor, working with both families and foundations. His Investment and Financial Planning career began in 1984. In 1996, he founded Legacy Wealth Management (formerly Ross Pake, CFP & Associates) and currently manages in excess of $100 million. [Link removed - login to see] is associated with numerous charities, and has performed volunteer philanthropy work for Mission Hospital Foundation since 2011.

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Occupation: Legacy Wealth Management