Ross Rubinstein, CFP^®

Originally from the east coast, Ross began his career in wealth management at Merrill Lynch in Philadelphia. He later joined UBS in New York as a Wealth Planning Analyst before moving to Seattle in 2018. Ross is a seasoned client advisor who works closely with high-net-worth individuals and their families to provide financial planning advice that complements their investment portfolios. Ross provides advice to address all aspects of his clients’ lives –simplifying complex and overwhelming decisions. This gives his clients the confidence they need to focus on their passions and goals. He enjoys getting to know his clients on a personal level, acting as their advocate and partner, and finds helping them achieve their personal and financial goals incredibly rewarding.