Rodolfo Ruiz
Financial Advisor
Bank Financial Advisor
As a Financial Advisor, I am dedicated to helping individuals and businesses develop financial and investment strategies that line up with their needs, goals and risk tolerance. My mission is to provide every client with targeted, comprehensive financial advice and portfolio management ideas - delivered with the highest level of personal service and professional integrity.
With 16 years of experience in financial services, I am dedicated to helping individuals meet their financial needs by developing investment plans around their long-term goals and risk tolerance. My extensive experience - throughout major shifts in the markets - enables me to help my clients structure balanced portfolios to address their specific financial goals.
The last thing you need in your busy life is a complex web of financial relationships. As a Wells Fargo Advisors client, you’ll enjoy the convenience and clarity of coordinating much, if not most, of your financial life through a single point of contact — me. It’s a distinct advantage of working with one of the world’s premier financial institutions. In helping you address your financial needs beyond investing, I can provide access to Wells Fargo banking and lending affiliates to help you meet your borrowing needs.
I strive to help each one of my clients plan for a financial future in a way that best meets his or her goals. In addition to helping my clients, I am committed to helping my community. I am currently involved with Food Share of Ventura County. Away from the office, I also enjoy coaching youth soccer. My wife Myra and I live in Oxnard with our three daughters, Giselle, Sofia and Annaleah.
I welcome the opportunity to work with you to learn more about your current financial situation, as well as any future financial needs you anticipate.
As a Financial Advisor, I am dedicated to helping individuals and businesses develop financial and investment strategies that line up with their needs, goals and risk tolerance. My mission is to provide every client with targeted, comprehensive financial advice and portfolio management ideas - delivered with the highest level of personal service and professional integrity.
With 16 years of experience in financial services, I am dedicated to helping individuals meet their financial needs by developing investment plans around their long-term goals and risk tolerance. My extensive experience - throughout major shifts in the markets - enables me to help my clients structure balanced portfolios to address their specific financial goals.
The last thing you need in your busy life is a complex web of financial relationships. As a Wells Fargo Advisors client, you’ll enjoy the convenience and clarity of coordinating much, if not most, of your financial life through a single point of contact — me. It’s a distinct advantage of working with one of the world’s premier financial institutions. In helping you address your financial needs beyond investing, I can provide access to Wells Fargo banking and lending affiliates to help you meet your borrowing needs.
I strive to help each one of my clients plan for a financial future in a way that best meets his or her goals. In addition to helping my clients, I am committed to helping my community. I am currently involved with Food Share of Ventura County. Away from the office, I also enjoy coaching youth soccer. My wife Myra and I live in Oxnard with our three daughters, Giselle, Sofia and Annaleah.
I welcome the opportunity to work with you to learn more about your current financial situation, as well as any future financial needs you anticipate.