See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

Nick Rugh profile image

Nick Rugh

Financial Planner (Owner) at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Rugh Financial, LLC</span>
Intro Book
Financial expert with 16+ years of experience in retirement planning, asset management, and wealth management.
  • Claim this Profile
Location
Palo Alto, California, United States, US
Skills
  • Retirement Planning
  • Asset Managment
  • Investments
  • Tax Planning
  • Estate Planning
  • Show all
image
image

Refer a Friend to Get
100 Credits For FREE

Refer a Friend Now

Bio

Generated by
Topline AI
Nick Rugh is a seasoned financial expert with 16 years of experience in retirement planning, asset management, investments, and wealth management. He holds a Master of Science degree from George Mason University and a Bachelor of Science degree from Guilford College. As a Chartered Retirement Planning Counselor (CRPC), he provides personalized financial planning and asset management services to individuals, families, and small business owners in Palo Alto, CA.

Credentials

  • Chartered Retirement Planning Counselor (CRPC)
    -

Experience

  • Rugh Financial, LLC
    • 2225 E. Bayshore Rd Suite 200 Palo Alto, CA 94303
    • Financial Planner (Owner)
      • May 2008 - Present
      • 2225 E. Bayshore Rd Suite 200 Palo Alto, CA 94303

      Financial Planner, Independent Registered Investment Advisor - Provide financial planning and asset management to individuals, families and small business owners. For more information go to www.rughfinancial.com

  • Associated Securites
    • Financial Planner
      • Nov 2006 - Jun 2008

Education

  • 2006 - 2008
    University of California, Santa Cruz
  • 1989 - 1992
    George Mason University
  • 1985 - 1988
    Guilford College
  • 1981 - 1984
    Sandy Spring Friends
  • 1976 - 1981
    Cairo American College

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Social Profiles

Community

You need to have a working account to view this content. Click here to join now

Similar Profiles