J. Robert Ruiz Jr. CFP, CLU, RICP
Chief Executive Officer
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Biography of J. Robert Ruiz Jr. CFP, CLU, RICP
J. Robert has 17 years of industry experience. He concentrates on estate and wealth planning for high-net-worth, multinational families and businesses. He collaborates with accountants, private wealth advisors, bankers, and attorneys to provide specialized solutions to their clients. J. Robert’s areas of focus include retirement planning and the optimization of resources in the decumulation phase. Prior to leading UFC4Wealth, J. Robert worked as a financial planner and manager of financial services at Prudential for 12 years.