Ross Rubinstein, CFP®
Director Client Advisor Seattle, WA
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206.707.7399Ross is a seasoned wealth advisor with extensive experience helping high-net-worth individuals and their families navigate complex financial decisions. He began his career in wealth management at Merrill Lynch in Philadelphia before joining UBS in New York City as a Wealth Planning Analyst. In 2018, he moved to Seattle, where he continues to provide strategic financial planning that complements his clients’ investment portfolios.
Ross takes a holistic approach, addressing all aspects of his clients’ financial lives to simplify decision-making and provide clarity. His goal is to empower clients with the confidence to pursue their passions and long-term goals. By building deep, personal relationships, Ross acts as a trusted advocate and partner, finding immense fulfillment in helping clients achieve both financial success and personal aspirations.
Education
Ross earned a BS in Business from The Pennsylvania State University and holds the Certified Financial Planner (CFP®) cerification.
Outside Freestone
Ross lives in Kirkland, Washington with his wife, Melanie, their son, Jack, and their puppy, Zoe. He enjoys spending quality time with his family and embracing an active lifestyle. In his free time, Ross can often be found on the golf course, training for his next triathlon, or cheering on Philadelphia sports teams.
Recognition
Ross has been recognized by Five Star Professional as a Five Star Wealth Manager from 2024 to 2026.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. For additional information visit Freestone’s Disclosure Page: https://www.freestonecapital.com/important-disclosures.
The Five Star Wealth Manager award is administered by Five Star Professional (FSP). The Five Star Wealth Manager awards were received annually for the years 2024–2026, based on annual data as of May 15 through November 30 for the years 2023–2025. Freestone did not pay a fee to be considered for any award or ranking, although some publications may require payment of a fee for use of the awards in marketing materials.