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Ross P
Series 65, Series 63
Tustin, CA
Equitable Advisors
Ross Pake is a financial advisor with Equitable Advisors in Tustin, CA, holding Series 65 and Series 63 designations and having 40 years of industry experience. His career includes ten years at Cetera Advisors LLC before joining Equitable Advisors in 2025. Outside of advisory work, he is president and owner of Legacy Wealth Planning, Inc., and serves as a trustee for a personal trust. Equitable Advisors serves a diverse client base, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as a dual-registered SEC investment adviser and broker-dealer, working through program sponsors and third-party managers to deliver advisory and brokerage solutions.
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