Hubert A. Ross,  CFP<sup>&reg;</sup> - Financial Advisor

Hubert A. Ross, CFP®

CPWA®, ChFC®

Wealth Advisor

Polaris Wealth Management LLC

151 Regions Way, Ste 2C
Destin, FL 32541
FINANCIAL ADVISOR'S WEBSITE
(850) 502-2440

General

Hubert Ross is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Polaris Wealth Management LLC in Destin, FL and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - Certified Private Wealth Advisor (CPWA®) Accredited Estate Planner (AEP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

LPL Financial

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Investment Management, Estate Planning, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Long-term Care, Succession Planning, Sudden Wealth

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