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Ross Pake Financial Planner

Ross Pake has been a success in the field of financial planning and investment management for more than 30 years; a notable and successful career built on the foundation of a high-quality education. Once a student of UC Berkeley, Pake graduated from UC Santa Barbara in 1983, earning a B.A. in Business Economics and a B.A. Communication Studies the very same year. He received his CFP designation in 1993.

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Ross Pake Financial Planner

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  1. Ross PakeCertified Financial Planner Ross Pake, CFP, is a financial planner with thirty years of experience. He founded Legacy Wealth Management (formerly Ross Pake, CFP & Associates) in 1996, and that same year became a top advisor within LPL Financial, the nation’s #1 Independent Broker-Dealer, as reported by Financial Planning Magazine. He is a Retirement Rollover Specialist and High Net Worth Advisor to families and foundations alike. At present, he manages more than $100 million. Ross Pake is involved with more than a dozen Orange County charities including philanthropy and fundraising work for Mission Hospital Foundation, with which he became associated in 2011. In the summer of 2013 Ross Pake served as Sponsorship Chair to the 21st Annual Mission Hospital Golf Classic, held at Coto de Caza Gold and Racquet Club.

  2. Ross PakeFinancial Planner The event raised more than $375,000 in net proceeds to benefit Mission500, Mission Hospital’s 500 million dollar campaign. 281 golfers participated in the classic, which raised more money than each of the previous 20 years’ events. The funds go to expansion, technology upgrades, and other improvements at Mission Hospital. Ross Pake holds a Personal Financial Planning (“PFP”) designation from the University of California-Irvine Extension and also the “CFS” designation from the Institute of Certified Fund Specialists. He earned his CFP designation (Certified Financial Planner) in 1993, his PFP designation (Personal Financial Planner) in 1992, and his CFS (Certified Fund Specialist) designation that same year.

  3. Ross PakeCharitable Works Ross Pake, with his wife and also his firm, Legacy Wealth Management, support more than a dozen charities. In the summer of 2013 he served as the Sponsorship Chair for the 21st Annual Mission Hospital Golf Classic. The event, presented by Audi Mission Viejo and Infiniti of Mission Viejo, raised more than $375,000 in net proceeds to benefit Mission500, Mission Hospital’s 500 million dollar fundraising campaign. 281 golfers took part. Organizers said this 21st annual Classic raised more money than any of the 20 Classics preceding it. Ross Pake, CFP is a Retirement Rollover Specialist and a High Net Worth Advisor, working with both families and foundations.

  4. Ross PakeVeteran CFP Ross Pake, CFP is a successful financial planner living in Southern California and the Managing Director of Legacy Wealth Management, a Tustin, CA based financial planning and advisory firm. He founded Legacy Wealth Management (formerly Ross Pake, CFP & Associates) in 1996 Legacy Wealth Management may be reached toll-free at: (888) 767-7237 Ross Pake, CFP is a Retirement Rollover Specialist and a High Net Worth Advisor, working with families and foundations alike. He is a 1984 graduate of the University of California-Santa Barbara, where he earned a B.A.

  5. http://rosspake.yolasite.com/

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