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Ross Pake


Ross Pake, CFP and Managing Director of Legacy Wealth Management, has been in the Investment and Financial Planning industry since 1984. Today he is a top advisor within LPL Financial, the #1 independent Broker-Dealer in America, which he joined in 1996. Ross Pake is a Retirement Rollover Specialist and High Net Worth Advisor to both families and foundations. He holds two B.A. degrees from the University of California-Santa Barbara and a Personal Financial Planner (“PFP”) designation from th
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