Financial Advisor Media and Speaking Resources
Anthony Ruiz, CFP®, CPWA®, MBA
Founder & Principal Wealth Strategist
Independent · Fee-Only · Fiduciary
Available for Interviews Commentary and Speaking Engagements
Anthony Ruiz, CFP®, CPWA®, MBA, is the founder and principal wealth strategist of Ruiz Financial Group, an independent, fee-only financial planning and investment management firm based in Toledo, Ohio.
Anthony is available to provide clear, practical perspectives for journalists, podcast hosts, event organizers, and professional groups discussing financial planning, retirement, taxes, investing, healthcare professionals, business ownership, and the fiduciary standard.
His perspective combines nearly two decades in financial services with the personal experience that led him to build Ruiz Financial Group around advice tailored to the person rather than generic information.
Commentary and Speaking Topics
Topics can be tailored for interviews, podcasts, presentations, professional groups, and educational events:
Financial Planning for Healthcare Professionals
Taxes, time constraints, career transitions, compensation, retirement plans, and coordinating complex financial decisions
Retirement Planning and Income Decisions
Preparing for retirement, withdrawal strategies, Social Security, Medicare, taxes, and turning accumulated assets into sustainable income
Tax-Aware Financial Planning
How tax considerations connect with investment, retirement, charitable giving, business, and estate-planning decisions
Investment Discipline and Market Perspective
Market volatility, portfolio construction, investor behavior, rebalancing, and maintaining a long-term perspective
Financial Planning for Business Owners
Connecting business decisions with personal financial planning, retirement, taxes, succession, and life beyond the business
Fee-Only Advice and the Fiduciary Standard
Understanding advisor compensation, conflicts of interest, fiduciary responsibility, and questions consumers should ask when choosing an advisor
Professional Credentials and Affiliations
Verify Anthony Ruiz’s professional certifications, memberships, and advisor profiles through the organizations below:
CFP Board
Verify Anthony Ruiz's CFP® certification.
Investments & Wealth Institute
View Anthony Ruiz's CPWA® advisor profile.
National Association of Personal Financial Advisors
View Ruiz Financial Group's NAPFA member profile.
Fee-Only Network
View Anthony Ruiz's fee-only financial advisor profile.
Downloadable Media Resources
Approved biographies, photography, logos, and background information for interviews, publications, podcasts, and event materials:
Professional Headshot
High-resolution photography for digital and print use
Short Biography
A concise biography for introductions and published profiles
Ruiz Financial Group Logo
Approved firm logo files for media and event materials
Media Kit
Credentials, background, speaking topics, and firm information in one document