Steve J. Ruiz

Background

About Steve J. Ruiz

Welcome! I have over 15 years of working with growing businesses and families to achieve their goals of growing their bottom line. I am currently with Integrity Financial & Insurance Services as a Financial Risk Analyst and Advisor, leading initiatives that focus on client satisfaction and retention by using proven data analysis methods and technology. I graduated from Cal State San Bernardino’s Jack H. Brown College of Business and Public Administration in 2012 and have a personal passion for exceeding expectations and cultivating relationships to last a lifetime. I am often described as a “people person” and “problem solver” with an attitude focused on learning from all experiences. I've managed the full sales cycle of small, medium, and mass merchant retailers, connect global suppliers and provided critical support to our vast amount of clients when in a time of need to make important financial decisions. I’ve used this experience to create a family-type atmosphere in which my clients truly feel their financial interests and well-being are my priority at every stage of their life as they transition into retirement and demonstrate this with detailed illustrations and examples to offer peace of mind. I wholeheartedly believe in what I do and enjoy “Creating, Building, and Protecting” my clients’ legacy. Every client presents a unique situation and I take great steps to develop custom-tailored financial plans for individuals, families, and businesses using prudent wealth planning techniques. I believe a proper financial strategy blends both time-proven tactics, as well as innovative new technologies to develop reliable income streams. I continue to spend time learning about the ongoing evolution of the financial, retail, and manufacturing marketplace. I attend seminars about risk management, Insurance, economic indicators, B2B Services, Content Strategy, and CRM services. I have a passion for sports, my faith, writing, the outdoors, and networking, and I can often be found playing softball, basketball and volunteering as a youth coach. If interested in learning more about myself, and the services I can assist you with, please do not hesitate to contact me. I look forward to connecting and helping your business grow!