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Anthony R
CFP®, Series 63, Series 65
Toledo, OH
Ruiz Financial Group, LLC
Anthony Ruiz is a CFP® with 12 years of industry experience, currently serving as the sole advisor at Ruiz Financial Group, LLC. His prior experience includes roles at LPL Financial LLC, Edward Jones, and Huntington National Bank. Ruiz also holds Series 63 and Series 65 licenses and is based in Toledo, Ohio. Ruiz Financial Group is a state-registered, fee-only investment adviser that offers financial planning and portfolio management to individuals, families, trusts, small businesses, and retirement plan sponsors. The firm provides discretionary portfolio management, retirement plan consulting with both 3(21) and 3(38) fiduciary options, and multiple fee arrangements, emphasizing a formal process for selecting and overseeing sub-advisers.
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