Ruben is a passionate and versatile professional who thrives on helping people see what’s possible with the right strategies. He’s energized by finding innovative ways to bring life-changing value to clients and delivering those “aha” moments where everything just clicks.
With a background in finance, business development, and marketing, Ruben is always learning. He holds a bachelor’s degree in Business Administration with a specialization in Finance and International Business. Ruben is a Certified Financial Planner™ (CFP®) and is actively working towards completing his Chartered Investment Manager (CIM) designation to advance his expertise further.
Ruben is a hobby collector. He finds joy in photography, cycling, basketball, golf, piano, fishing, hiking, and way more! He also deeply appreciates languages (fluent in English, Spanish, and Mandarin), good food, and meaningful time with friends and family. His wife says he’s never not doing something!
