Ruedi Wealth Management is excited to announce we are expanding to Plano, Texas!
Ruedi Wealth is expanding from its home base in Champaign, Illinois and two members of our advisor team have officially moved into an office space in The Shops at Legacy in Plano.
For the DFW folks who have never heard of us: Ruedi Wealth is a family –owned and -operated Registered Investment Advisor (RIA) firm that manages over $240 million in client assets.
Founded in 2014 by our CEO, Paul A. Ruedi, Ruedi Wealth grew quickly to include other members of his family. Paul’s three sons (Paul Jr., David, and Daniel) and son-in-law Ryan Repko serve as the financial advisor team, while his wife Cindy and sister-in-law Rose manage operations.
The financial advisors at Ruedi Wealth specialize in retirement planning, and have a passion for helping people transition smoothly into the retirement of their dreams.
To get in touch with Ruedi Wealth in Plano, stop by our office at 5851 Legacy Circle, 6th Floor, Plano, Texas, 75024. You can also sign up for a free consultation right here on our website!
Meet the Plano advisor team below!
Paul R. Ruedi, CFP®
Paul R. Ruedi or “Paul Jr.” is the oldest of the three Ruedi brothers. After growing up in Champaign, Paul attended Miami University in Oxford, Ohio and graduated in 2011 with a degree in finance. He joined Ruedi wealth in 2015 after working at Dimensional Fund Advisors in Austin, Texas. He earned his CERTIFIED FINANCIAL PLANNER™ certification in September 2016. He currently lives in The Colony, Texas.
In addition to his role as a Financial Advisor, Paul is also in charge of Ruedi Wealth’s marketing and content creation. He is a regular guest on Paul Ruedi’s “On the Money” radio show and contributor to the Ruedi Wealth blog. Paul has been cited in news publications including Forbes, US News and World Report, GoBankingRates, and The Street and also writes articles that have been featured in CNBC, Investopedia, Yahoo Finance, and MSN Money. He was named one of Investopedia's Top 100 Most Influential Financial Advisors in 2018.
Daniel Ruedi, CFP®, RICP®
Daniel Ruedi, the youngest of the three Ruedi brothers, grew up in Champaign and attended Auburn University for college. He graduated in 2015 with a degree in finance and almost immediately started in his role as a financial advisor at Ruedi Wealth. Daniel earned the Retirement Income Certified Professional® (RICP®) designation in January 2018. He also passed the CERTIFIED FINANCIAL PLANNER™ exam in November of 2016 and earned the designation in July 2018 after completing the required years of work experience.
As a financial advisor at Ruedi Wealth, Daniel works with clients to build financial plans that are designed to achieve their retirement goals. He is a contributor to the Ruedi Wealth blog, where he writes about retirement and financial planning issues and has provided insight for U.S. News, Investopedia, and Nasdaq. Daniel can also be heard discussing these topics on Paul Ruedi’s “On the Money” radio show. He currently lives near downtown Dallas.
Blogs by Daniel:
Paul A. Ruedi
Paul A. Ruedi has been serving people as a financial advisor and financial planner for over 33 years. In 2014, he founded Ruedi Wealth Management, and currently serves as CEO.
Paul has shared his knowledge on financial issues as the host of Paul Ruedi’s “On the Money” radio show on NewsTalk 1400 WDWS for over 25 years. He has provided his insight for publications such as the Wall Street Journal, US News and World Report, Investor’s Business Daily, and Investopedia.
Blog by Paul: