Ruggie Wealth Management recently announced that veteran wealth manager Rob Clark, CFP® has joined the firm as a partner.
“I’m certainly excited about the new year, in large part due to the decision I’ve made to bring on Rob as my new partner,” said Ruggie. “I’ve known and worked with Rob since 2001, and he and I share a vision of Ruggie Wealth as a firm which provides excellent service, deep expertise, and best-in-class fee-only services and financial advice.”
With attention to detail and organizational skill, Rob effectively manages clients’ portfolios, creating an integrated strategy aimed at meeting their investment and retirement objectives.
Rob is a CERTIFIED FINANCIAL PLANNER™, holds a Bachelor’s degree from the University of Central Florida, and serves on the Orange County Children and Family Services Board, the Orange County Animal Services Classification Board, the UCF Alumni Association Board of Directors, and is Leadership Orlando Alumni.
A Florida native, Rob was born in Sarasota. He or his Advisor Assistant Maria Stewart can be reached at firstname.lastname@example.org or in our Winter Park office at 407.644.2701. Please welcome him to our team.