President and CEO of Ruggie Wealth Management Earns Prestigious Industry Recognition
Tavares, FL, May 17, 2010: Thomas Ruggie, President of 401K Generation was recognized as one of the Top 40 of 401kwire.com’s "300 Most Influential Advisors in Defined Contribution" for 2010. In addition, Ruggie was also nominated for the “Top Advisor of the Year” award. 401(k) industry insiders compile this esteemed list annually by casting over 75,000 votes nationwide. The final list includes 300 advisors who specialize in retirement planning and wealth management and represents recognition by peers, colleagues, and the industry as a whole.
“I am honored to be included on this esteemed list and especially pleased to be among the Top 40,” Ruggie said. “This is a great testament to the terrific staff of professionals who’ve worked with me along the way and with whom I respectfully share this recognition.”
Mr. Ruggie is a Chartered Financial Consultant (ChFC®), a Certified Financial Planner™ (CFP®) and an 19-year veteran of the investment and financial planning industries. He began his career founding Ruggie Wealth Management in 1995, to serve individuals, small businesses and nonprofit organizations. 401K Generation is part of the Ruggie Wealth Management family and offers an innovative approach to serving the increasingly complex needs of retirement plan participants everywhere.
His entrepreneurial spirit, investment strategy and steadfast dedication to client service have allowed him to grow Ruggie Wealth Management into a boutique investment firm with $200 million under management and a client retention rate of over 95%.
In July, Mr. Ruggie will be receiving certification from The Retirement Advisor University, a retirement planning certification program offered by a nationally recognized institution of higher learning -- UCLA Anderson School of Management Executive Education -- in partnership with 401Kexchange. Participating advisors and wholesalers benefit by earning certification that has real meaning and true value to plan sponsor clients, prospects, and the retirement industry as a whole.
In 2009, Florida Governor Charlie Crist appointed Mr. Ruggie to the Board of the Florida Prepaid College Plan, which manages over $8 billion in assets and serves over 80,000 college students annually. Frequently quoted in the news media including The Wall Street Journal, CNBC, Fox Business News and others, Mr. Ruggie has also been nationally recognized as a top performing investment advisor by several investment media outlets.
In addition to being passionate about this business is also dedicated to serving his community and has numerous accomplishments. He is the current President of the Cornerstone Hospice Foundation Board and current Board member of the Florida Prepaid College Plan. Mr. Ruggie was the former President of the Mid-Florida Estate Planning Council and a former member of the BankFIRST Board of Directors. He is a 2003 graduate of Leadership Lake County.
About Ruggie Wealth Management
Ruggie Wealth Management provides comprehensive asset management and financial planning services for individuals and businesses. Founded by Tom Ruggie, ChFC, CFP, who began his career in the investment industry in 1991, the firm represents a distinguished group of clients throughout the United States. Ruggie Wealth Management enjoys a well-deserved reputation for developing lasting client relationships, providing unbiased, research-driven financial advice and supporting other client needs through strategic alliances with experienced professionals.