Ruben is responsible for supporting the financial advisors and planning team to prepare client investment reports and attend client meetings. He is passionate about helping people and sharing his knowledge of financial topics in a way that is digestible and effective so clients feel educated and empowered to take control of their financial future. He strongly believes listening to clients and ensuring they feel heard helps shape a comfortable environment and builds trust and confidence in the team.
Ruben earned his bachelor’s degree in financial counseling and planning with a minor in management from Purdue University. He holds a Series 7 and 66 licenses and has completed all the necessary academic coursework to become a Certified Financial Planner® professional and is preparing for the certification exam.
Originally from Los Angeles, California, Ruben lives in Germantown, Maryland. He considers himself a foodie and enjoys tennis and real estate in his spare time.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.