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Ruben Ruiz

CEO, Author, Financial Advisor

The Ruiz Financial Group, LLC.

 

Ruben Ruiz, MSFS,CLU, ChFC, RFC, is President andCEO of The Ruiz Financial Group, LLC, and Regional Director of Money Concepts Financial Planning Centers inTexas.Ruiz teaches, educates, and provides consulting services to clients and associates in wealth management and financial planning. Ruben is one of a very few number of Advisors, about 1% nationally, that has a Master’s of Science in Financial Services.

 

Ruizhas received several awards from the private and non-profit sectors for his leadership and business success. Some of his awards include “Financial Planner of the Year in theUSA,” “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. As the Regional Director for Money Concepts International, he provides management and business development to several offices inTexas.

 

Ruizserved on the Board Directors of theSan Antonioand South Texas Financial Planning Association, one of the largest financial planning associations in theUnited States, for over seven years. For his commitment and contribution to the organization, he was honored with the Chairman’s Award.

 

An avid speaker, Ruiz has spoken to over 500 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.

 

Mr.Ruizholds a BBA Degree fromSouthwestTexasStateUniversity(nowTexasStateUniversity) and is a member of the Texas State University Board on Estate Planning and the university’s Alumni Association. 

 

He received a Master of Science degree in Financial Services (MSFS) from theAmericanCollege(1928) in Bryn,Mawr,PAin 2004. Professional designations throughout his financial career include the Chartered Financial Consultant (ChFC), Chartered Life Underwriters (CLU) from theAmericanCollege, and the Registered Financial Consultant (RFC) designations.

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