We Serve Those Dedicated To Healing
it's not just our job — IT’S OUR PURPOSE
ACCESSIBLE TEAM
Direct access to your advisor who knows your complete story and knows you by name, not account number
private & confidential
Your financial matters handled with the same discretion you show your patients
truly INDEPENDENT
Independent Financial Advisor
... A PROMISE KEPT
Anthony Ruiz, CFP®, CPWA®, MBA
Founder & Wealth Advisor
In my forties, a Stage 3 colorectal cancer diagnosis forced me to rethink everything I believed about health and time. What carried me through wasn’t only medical expertise — it was the human side of care. The phlebotomist who remembered my children’s names. The nurses who helped me navigate sign-in terminals before radiology appointments. The specialists who checked in on their days off to see how I was doing.
In those moments, I realized what healthcare professionals truly provide: not just treatment, but hope. Not empty promises, but genuine care delivered with extraordinary competence. The impact you have reaches far beyond medicine.
Like many facing mortality, I made a promise: if I survived, I would find a meaningful way to pay it forward.
Ruiz Financial Group is that promise kept.
We exist to serve those who give so much of themselves — to help you preserve what you’ve earned, bring clarity to complex decisions, and amplify the impact you make on your family, your community, and the world.
Meet Ruiz Financial Group
How To Work Together
Step one
Schedule an Introductory Call
(15-minute)
Step one
Our process begins with a brief, no-obligation phone conversation to determine if we're a good mutual fit. During this call, we'll learn about your current situation and goals while explaining how our specialized approach serves healthcare professionals. If we both agree there's potential value in working together, we'll schedule a more comprehensive discovery meeting at your convenience.
Step two
Discovery Meeting
(1-hour)
Step two
This in-depth meeting allows us to understand your complete financial picture and explore how our services align with your needs. We'll discuss your current financial situation, career goals, and unique challenges as a healthcare professional. By the end of this meeting, we'll recommend the most appropriate service model for your situation, provide transparent disclosure of all fees, and outline clear next steps for moving forward.
Step three
Engagement
Step three
Once you're ready to begin, we'll initiate the planning or investment management process by gathering the necessary documentation and information. This is where we start building your customized SMART Plan™, whether through our subscription model for early-career professionals or our comprehensive annual planning approach for established practitioners. Our team will guide you through each step to ensure a smooth transition into our collaborative planning relationship