Ross Pake is an experienced financial planner who has worked with a wide range of clients during the course of more than thirty years in the financial sector. The advice that he has provided has helped many people prepare themselves for the future, ensuring that they enjoy financial independence and can achieve their goals through strong planning and budgeting.

Ross Pake founded Legacy Wealth Management in 1993 with the aim of providing a strong service to all of his clients, backed up by the wealth of experience that he had already developed in the sector at that point. Since those early years of owning his own firm, Pake has developed into an even more trusted and competent professional and he hopes that the services that he offers can help clients of all types in California.

He is able to work alongside clients as a Personal Financial Planner, helping them to create strong budgets and invest wisely with the aim of protecting their assets and building upon them. He also works closely with those who are coming towards retirement age as a Retirement Rollover Specialist and is capable of working alongside wealthy clients as a High Net Worth Advisor.

Since starting his own firm, Pake has always taken a client-centric approach to what he does and he always aims to use his varied talents in the best interests of is clients. He believes that his ability to offer a more personalized service, backed by his vast experience, increases the confidence his clients have in him and allows him to more ably help them to achieve their goals. He is also an expert when it comes to building relationships with his clients and he understands the important role that this plays in providing a strong and well-rounded financial planning service.

Ross Pake is now entering his fourth decade in the financial sector and he is as committed to helping his clients today as he was when he first embarked upon his career. Legacy Wealth Management is able to offer a wide variety of services to clients, backed by Pake’s commitment to providing a personalized and ethical service.

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