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Carlos D. Ruiz, CFP®

Carlos D. Ruiz, CFP®

Certified Financial Planner

As a financial planner, my greatest goal is to make an impact on the lives of my clients. Years ago, as I was still trying to find my place in the world... I took a job at a bank, knowing that I wanted a career in financial services. Back then, I (regretfully, now) made a name for myself as a banker, convincing clients to buy products they didn’t really need. What I didn’t know was that this job would eventually help me find my passion, thank God!

After years of playing the sales game, I realized that I wanted to provide financial advice without the pressure of sales quotas or conflicts of interest. In 2018, I earned the Certified Financial Planner™ designation and joined the Financial Planning Association (FPA). Today, I work closely with clients, diving deep into the issues that really matter. I also made the important decision to join the National Association of Personal Financial Advisors. NAPFA advisors take a fiduciary oath to always put their clients needs first, and we back up that oath by promising to never accept commissions that may influence the advice we give or the recommendations we make.

The Bible teaches us to be stewards of our money, which is why it’s important for me to share the tools needed to succeed financially. I have hosted conferences on financial literacy, and always enjoy discussing key topics such as saving, investing and staying out of debt. I love what I do, and don’t take it lightly—it is a huge responsibility.

When not in the office, you can find me listening to and playing music, watching sports or being actively involved with my local church. If you need help and would like to discuss your personal situation, call our office or reach out through our online form. I look forward to working with you.