Ross & Mary Hunt, Inc. 

CONNECT

Address:

29970 Technology Drive, Suite 111
Murrieta, CA 92563

Phone:

951.696.5292

Who We Are

Ross Hunt, CFP®

 

 

 

 

  Ross Hunt, CFP® â€‹was born in in Anaheim, CA but was raised in Central Ohio; he graduated from Miami University (Oxford, Ohio) in 1981.  In addition to graduate work in finance and marketing at The Ohio State University, he attended and graduated from the College for Financial Planning and earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation.  He has also passed numerous FINRA securities registration examinations and is a registered principal with LPL Financial, in addition to holding the following securities registrations with LPL Financial: Series 6, 7, 22, 24, 63, & 65.  Ross is also insurance licensed in several states and able to offer life, health, disability, and long term care insurance.  He   co-founded his fee-based financial planning practice in 1982 and has since been a professional financial planner* for over 30 years.
     In 2001, Ross met and married his beautiful wife, Mary.  Together they co-founded Ross & Mary Hunt, Inc., as an independent, full service financial services firm & RMH Advisors, LLC, a registered investment advisory firm.  They have continued to build upon and refine their practice.  In addition to a Values-Based Financial Planning* approach, they have designed and implemented specific processes and systems that are designed to deliver each client with a totally customized  personal experience.  Their team of financial professionals is skilled in creating high-quality work for clients along with great customer service and support.
     Ross is a Master Elite member of the Ed Slott Elite IRA Advisors Group* as well as a member of the HSDent Financial Advisors Group*.  He is also a member of the Financial Planning Association, Southwest Riverside Estate Planning Group, the Murrieta Rotary Club and other local charities.
     Ross and Mary have two teenage sons, Alexander & Samuel, and Molly & Maggie, the family's 2 yellow Labrador retrievers.  Both Ross & Mary enjoy spending free time with their boys being active in their local Boy Scouts troops and council, camping & traveling, playing golf, biking and music. They reside north of San Diego in Murrieta, California.

*Fee-only financial planning is offered through RMH Advisors, LLC, a registered investment adviosr.

 http://www.cfp.net/docs/online-banner-ads/puzzle_600x400A20CB9A40CBA.swf?sfvrsn=2 

 

Mary Hunt is a native San Diegan, born & raised.  Prior to meeting Ross, Mary was already active in financial services spending many years overseeing her family's real estate business with properties in SoCal and Kansas.  She currently holds a California Real Estate Agent license and has earned her Series 7 and 63 securities registrations as well which are held through LPL Financial.  She is currently a Registered Assistant with LPL Financial. 

Mary has experience in risk management and has her life, disability, and long term care insurance licenses.  She's particularly knowledgeable in long-term care options that can help protect client's savings from the enormous costs of extended care.

     Mary currently acts as the Service Manager for the firm, taking an active interest in our clients and making them feel special. "I appreciate how hard people work for their money," she says. "I believe that "wealth" means love and life and family."

     Mary is extremely active in her boy's scouting activities along with Ross and her father (who earned his Eagle Scout rank over 50 years ago!).  Between campouts and service projects, there's rarely time for much else.

 

    

 

              

 

*Ed Slott Elite IRA Advisors Group, and HS Dent Financial Advisors Group are not affiliated with LPL Financial

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck