A New Addition to the Financial Pathways Team for 2020
I am thrilled to announce the addition of Carlos Ruiz to the Financial Pathways team. Carlos will be joining Financial Pathways as a financial planner starting on Jan 2.
Carlos is a Certified Financial Planner, with an undergraduate degree in Financial Planning from William Paterson College, and is currently pursuing his MBA. He comes to us with several years of experience in the financial field. His most recent experience has been as Advisory Services Specialist at Wechter Feldman Wealth Management in Parsippany. Prior to that Carlos worked for Wells Fargo as a Personal Banker.
“It is really exciting to be part of a firm that is so committed to helping their clients. I am looking forward to working closely with Jim and Luba, and helping our clients build sound financial plans and healthy financial lives,” says Carlos.
Carlos will be actively involved in all aspects of the firm, including business development, financial planning and client services. Luba and I are looking forward to adding some youthful exuberance and enthusiasm to our daily routines! We hope you will all have a chance to meet him as we schedule client reviews in the new year.