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We take the infinite and make it finite. We help you define what success is to you in a virtually limitless world.
Ruffalo Wealth Management was founded with the belief that every client should have a financial plan first, then an investment strategy focused on accomplishing the goals defined by the financial plan.
We believe your Investments, Insurance, tax strategy, and financial plan should all be managed under one roof, with one cohesive long term strategy in mind.
Certified Financial Planner® (CFP®) EA
Anthony Ruffalo is a CERTIFIED FINANCIAL PLANNER™ Practitioner. The CFP® certification is a voluntary certification; no federal or state law or regulation requires financial planners to hold a CFP® certification. It is recognized in the United States and a number of other countries for its (1) high standard of professional education; (2) stringent code of conduct and standards of practice; and (3) ethical requirements that govern professional engagements with clients. Currently, only 62,000 individuals have obtained CFP® certification in the United States.
Anthony holds the series 24, 7, 66 securities licenses through LPL Financial as well as Life, Health, Long Term Care, Medicare Supplement, and Annuity licensures.
Email: anthony.ruffalo@lpl.com
Office: (980) 272-3903
Client Relations Manager
A cum-laude graduate from the University of South Carolina’s Darla Moore school of business, she has been in the financial services industry since 2006 and hold the FINRA series 7 and 66 licenses.
Van has been the cornerstone of Ruffalo Wealth Management’s administrative support since 2011.
(980) 272-3903
259 Textile Way, Suite 105
Fort Mill, SC 29708
Certified Financial Planner® (CFP®)
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.
The registered representatives affiliated with this site are licensed to discuss and transact securities with residents of the following states: FL, IN, MT, NC, SC, NY, OH, VA, OH
*Ruffalo Wealth Management and LPL Financial are separate entities.