San Marcos, TX | San Marcos, Others | San Antonio, Texas
Also known as: RubenRuizAuthor
Ruben Ruiz, MSFS, ChFC, RFC, is President and CEO of The Ruiz Financial Group, LLC and Regional Director of Money Concepts Financial Planning Centers in San Marcos and San Antonio, Texas. Ruiz teaches, educates, and provides consulting services to clients and associates in wealth management and financial planning. Some of his awards include Financial Planner of the Year in the USA and Regional Director of the Year with Money Concepts International. Ruiz served on the Board of the International Association of Registered Financial Consultants (IARFC) and was the President and Chairman of the Board of the Financial Planning Association (FPA) of San Antonio and South Texas. Ruiz served on the Board of Directors of the San Antonio and South Texas Financial Planning Association, one of the largest financial planning associations in the United States, for over seven years. For his commitment and contribution to the organization, he was honored with the Chairmans Award. An avid speaker, Ruiz has spoken to over groups ranging from baby boomers and senior citizens to parents and business owners, as well as educators, non-profit organizations, and corporate employees on the topics of strategies to accumulate wealth, maximize their tax-benefits, investment options, risk tolerance, and reaching their wealth and financial independent goals. A native of San Marcos, TX, he holds a BBA in Marketing from Southwest Texas State University (now Texas State University). He served as a member of the Texas State University Board on Estate Planning and is a member of the Universitys Alumni Association. He received a Master of Science degree in Financial Services (MSFS) from the American College Bryn, Mawr, PA. Professional designations throughout his financial career include the Chartered Financial Consultant (ChFC), Chartered Life Underwriters (CLU) from the American College, and the Registered Financial Consultant (RFC) designations. Specialties Financial Advisor, Life Planner, Wealth Management, Investment Manager, Retirement Estate Planner, Author, CEO Recruiter of Advisors, Speaker
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