Ross Rubinstein, CFP®
Director | Client Advisor | Seattle, WA
rrubinstein@freestonecapitals.com
Phone
206.707.7319
206.707.7300
Fax
206.707.7399
Originally from the east coast, Ross began his career in wealth management at Merrill Lynch in Philadelphia. He joined UBS in New York as a Wealth Planning Analyst before moving to Seattle in 2018. While at UBS, Ross worked closely with high net worth clients and their families to provide financial planning advice that complimented their investment portfolio. Before joining Freestone in 2021, Ross was a Client Advisor at a Seattle-based RIA. 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 and finds helping them achieve their personal and financial goals incredibly rewarding.
Education
Ross earned a BS in Business from The Pennsylvania State University and holds the Certified Financial Planner (CFP®) designation.
Outside Freestone
Ross currently resides in Bellevue, WA and in his spare time, enjoys traveling with family and friends, golfing and competing in triathlons.
rrubinstein@freestonecapitals.com
Phone
206.707.7319
206.707.7300
Fax
206.707.7399