Ross Hunt, CFP® was born 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 in 1986, which makes his relationships with our clients an all-important fiduciary one. 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, and together they co-founded Ross & Mary Hunt, Inc., as an independent, fiduciary-based, full-service financial services firm.
They have continued to build upon and refine their practice together, and in 2012, together they created RMH Advisors, LLC, a registered investment advisory firm and a separate entity from Ross & Mary Hunt, Inc., as a fee-only planning option. 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 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* .
Ross and Mary have two sons, Alexander and Samuel, along with the family's two yellow Labrador retrievers. Both Ross and Mary enjoy spending free time with their family, being active in their community as often as possible, traveling, playing golf, biking, and music. They reside north of San Diego in Murrieta, California.
*Ed Slott Elite IRA Advisors Group is not affiliated with LPL Financial