Mr. Ruggie is the Founder and President of Ruggie Wealth Management. He launched his financial services career in 1991, and opened RWM in 1995. He is a graduate of the University of Central Florida with a degree in finance. He also obtained his CFP and ChFC certifications.
Mr. Ruggie specializes in managing investment portfolios, monitoring the market for potential impact on client investments, facilitating estate and tax planning, reallocating client portfolios based upon market changes and developing financial planning strategies. He is also a steadfast observer of market nuances, and his guiding principals serve as the foundation of Ruggie Wealth Management.
Due to the time he invests in his clients, his intuitive market sense, and his guiding investment philosophies, Mr. Ruggie was recently recognized by The Robb Report's Worth Magazine as one the nation's Top 100 Wealth Advisors. Recipients of this honor were put through rigorous selection criteria and extensive client portfolio analysis before being named to the Top 100.
Mr. Ruggie serves as a "one-on-one" coach mentoring other wealth advisors for one of the countries most respected coaching programs; Peak Productions. In addition to coaching others, he has written published articles for Florida Banking Magazine, Civil Action Magazine and has been featured with the Orlando Sentinel's Money Matters.
He is active in the community currently serving as a Board of Director for both Hospice Foundation of Lake and Sumter Counties and BankFirst in Eustis, Florida. Past involvement includes; President of The Mid-Florida Estate Planning Council and Board of Director for both The Golden Triangle YMCA and Florida Hospital-Waterman Foundation.
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