Cesar Ruiz

Background

About Cesar Ruiz

Hello! Hola! My name is Cesar Ruiz! My team and I relieve individuals, families, and businesses from financial anxiety. We help you create a seamless financial plan that is ideal for you, your business, and your family for generations to come. Financial planning in its essences is having the wisdom to design your future through savings and investments while protecting yourself & family from the risks of tomorrow. Everyone’s life moves at a different pace and we tailor plans specifically for individuals and businesses alike and update on a quarterly or semi annual basis. Solutions include-Financial Planning -Retirement Planning -Investment Accounts (Retirement, short term, non-qualified, child savings, etc.)-Stocks, Mutual Funds, ETF's, Fixed Income, Etc-PX Planning & Analysis (Monte Carlo included)-Life Insurance Planning (Term, Whole Life, Universal Life)-Disability Income Planning -Long term care Planning -Business Planning: business, business owner, key employees, all employees -Anything dealing with money and finance we can probably be a resource in I wear many hats, but by far my favorite one is that of a family man. I am beyond dedicated to my partner Stephanie, and my toddler Alexander. When I’m not in the office, with my family, or meeting with fellow board members you can find me at the gym, or out ripping the streets on my motorcycle. GO MAVS!