Ross Rubinstein, CFP®, is currently a Client Advisor at Freestone Capital Management, where they help high net worth individuals and families navigate their unique financial complexities. Prior to this role, Ross served as a Lead Advisor at Brighton Jones and worked as a Wealth Planning Analyst at UBS, creating financial plans for clients. Their extensive expertise includes cash flow analysis, tax planning, retirement needs, and estate management. Ross earned a Bachelor of Science degree from Penn State University in 2012.
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