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Colleen O

Series 66

Toledo, OH

Gould Ruma Financial Advisors

Colleen Oberhaus is a financial advisor with Gould Ruma Financial Advisors in Toledo, Ohio, holding a Series 66 credential and 13 years of industry experience. She previously worked at The Huntington Investment Co. before joining Gould Ruma Financial Advisors and LPL Financial in 2017. Oberhaus also provides administrative support and tax preparation services as part of her other business activities. Gould Ruma Financial Advisors offers individualized financial planning, portfolio management, pension consulting, and referrals for individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs both fundamental and technical analysis to create customized asset allocation strategies and may delegate management to sub-advisers.

Retirement income strategy General estate planning guidance Income planning Passive / index investing Founder/Business Owner Retired
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Peter R

ChFC®, Series 63, Series 66

Toledo, OH

Gould Ruma Financial Advisors

Peter Ruma Jr. is a ChFC® credentialed financial advisor with 39 years of industry experience. He has been with Gould Ruma Financial Advisors since 2009 and previously worked at LINSCO/Private Ledger, Corp. and Mony Securities Corporation. In addition to financial advising, he is involved in fixed life and group insurance sales and prepares tax returns. Gould Ruma Financial Advisors is a registered investment adviser offering individualized financial planning, portfolio management, and pension consulting for individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs both fundamental and technical analysis to develop customized asset allocations and coordinates with tax and estate advisers as appropriate.

Retirement income strategy General estate planning guidance Income planning Passive / index investing Founder/Business Owner Retired
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