Ross Rubinstein, CFP®
Director | Client Advisor | Seattle, WA
rrubinstein@freestonecapital.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 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.
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.
Recognition
Ross was recognized by Five Star Professional as a Five Star Wealth Manager in 2024.
The Five Star Wealth Manager award is administered by Five Star Professional (FSP). This award was issued on 1/1/2024 for the time period covering 5/15/203 through 11/30/2023. Responses provided to a self-completed questionnaire were used for rating purposes and this award is issued based on an evaluation of 10 objective criteria. Awards and rankings are based on historical information. Awards are not intended to be representative of any wealth manager’s current or future performance, past performance is not indicative of future results. Freestone did not pay a fee to be considered for any award and is not related to or affiliated with FSP, although FSP requires a payment of a fee for use of the awards in marketing materials. For additional information about this award, please visit: https://fivestarprofessional.com/ref/research/WM_ResearchMethodology.pdf