Your Team

independent advisory focused on healthcare professionals

Our Mission is to Elevate client's Lives & Amplify their Impact

Meet Ruiz Financial Group

Anthony Ruiz

Founder, MBA, CFP®, CPWA®

Jon Sycamore

Plan Manager, LPL Financial, CFP®

Aidan Ruiz

Wealth Advisor Assistant

Jennifer Ruiz

Operations Manager

Amy Anderson

Client Experience Coordinator

Lucky Luv

Chief Cuddle Officer

ARE YOU READY TO BEGIN?

You’ve dedicated your career to caring for others

We’ve built our practice to care for you