Paul A. Ruedi CEO
Paul A. Ruedi has been serving people in the Champaign area 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.
Paul R. Ruedi, CFP® Financial Advisor
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, TX. He earned his CERTIFIED FINANCIAL PLANNER™ certification in September 2016.
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 US News and World Report and The Street, and also writes articles that have been featured in CNBC, Investopedia, Yahoo Finance, and MSN Money. He currently works remotely from The Colony, TX.
David Ruedi, CFP®, RICP®
Vice President and Financial Advisor
David Ruedi, the “middle” Ruedi brother, also grew up in Champaign, Illinois and attended Miami University in Ohio, graduating with a degree in finance in 2013. Upon graduation, David moved to Austin, Texas to start his job in the financial advisor services department at Dimensional Fund Advisors. He joined Ruedi Wealth in 2014. He earned his CERTIFIED FINANCIAL PLANNER™ certification in May of 2016 and his Retirement Income Certified Professional® designation in February of 2018.
In addition to his role as a financial advisor, David also serves as Vice President, overseeing the operations of Ruedi Wealth to ensure we deliver the best client experience possible. David is a regular guest on Paul Ruedi’s On the Money radio show and a contributor to Investopedia Advisor Insights. He currently lives in Champaign with his wife Amber.
Daniel Ruedi, RICP® Financial Advisor
Daniel Ruedi, the youngest of the three Ruedi brothers, grew up in Champaign but broke the mold by attending 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 will be able to use the designation upon completing the required 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 Investopedia Advisor Insights the Ruedi Wealth blog, where he writes about retirement and financial planning issues. Daniel can also be heard discussing these topics on Paul Ruedi’s “On the Money” Radio Show. Daniel currently lives in Champaign.
Ryan Repko, MBA Financial Advisor and Chief Compliance Officer
Ryan grew up in Akron, Ohio and attended Miami University. He graduated with a degree in Zoology in 2008 and moved to Chicago to work at MSDS (now Velocity EHS). He later moved to Champaign and earned his MBA from the University of Illinois, graduating in May 2014. He passed the CERTIFIED FINANCIAL PLANNER™ exam in November of 2015 and will be able to use the designation once he has the required years of work experience. He joined Ruedi Wealth in 2017.
In addition to his role as a financial advisor, Ryan also serves as Ruedi Wealth’s Chief Compliance Officer, overseeing the company’s regulatory compliance. He is also a regular guest on Paul Ruedi’s “On the Money” Radio Show, contributor to the Ruedi Wealth blog, and has provided insight for AdvisorNews and InsuranceNewsNet. He currently lives in Champaign with his wife Kati, son Cooper, and chocolate lab Sunny.
Rose Ruedi Operations Manager
Rose has worked in the wealth management industry for over 15 years and has been with Ruedi Wealth since it was founded in 2014. As operations manager Rose oversees the logistics of opening accounts, transferring funds, and making sure our clients’ money is available when they need it. She lives in Champaign with her husband Dave.
Cindy Ruedi Executive Assistant
Cindy joined Ruedi Wealth when it was founded in 2014. Cindy assists our CEO and advisor team with day-to-day operations in the course of serving our clients. She lives in Champaign with her husband Paul, and loves the fact she lives only blocks away from her children and grandchild.