ruedi wealth management

Finance Planning 972-532-7833 | 5851 Legacy Cir 6th Floor, Plano, TX 75024, United States
Ruedi Wealth Management is a family–owned and –operated Registered Investment Advisor (RIA) firm in Plano, Texas that specializes in retirement planning. Founded by our CEO, Paul A. Ruedi, Ruedi Wealth Management has since grown to a team of 5 financial advisors, 2 of which (Paul Jr. and David) hold the CERTIFIED FINANCIAL PLANNER™ designation and 1 (Daniel) holds the Retirement Income Certified Professional® designation.

This listing was viewed 97 times