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Steve R
Stockton, CA
Planmember Securities Corporation
Steve Ruiz is a financial advisor with PlanMember Securities Corporation, holding 37 years of industry experience. He has been involved with the Envoy Program since 2000 and has operated under his own name since 1985. Outside of his advisory role, Ruiz is an agent selling fixed annuities and life insurance through his own business, Ruiz & Associates. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation approach and manages unitized, risk-based mutual-fund portfolios, offering education and support services including seminars and personalized retirement planning.
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