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®)
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.
Office: (980) 272-3903
Van & Anthony have known each other for 15 years and have worked together for 8 of them. Van is a licensed administrative assistant holding FINRA series 7* & 66* securities licenses since 2005. Previous to working at Ruffalo Wealth Management she worked at and Morgan Stanley supporting a team of financial advisors.
*Securities licenses held with LPL Financial.
Zac comes to us from UNC Chapel Hill with a B.A. in Economics and a minor in entrepreneurship. Zac chose the financial planning and asset management career path based on his lifelong passion for helping people make informed financial decisions. Zac holds the FINRA series 65 license is an IAR with LPL Financial.
During his studies at Chapel Hill he had the opportunity to complete a specialized credential in Quantitative Economics (QFE) sponsored by the NASDAQ Educational Foundation which helped develop his approach to portfolio risk management and informed decision making.
Zac plays an integral part in managing model portfolios, running risk models, and creating financial plans for clients.
259 Textile Way, Suite 105
Fort Mill, SC 29708