Brian Ruff
Certified Financial Planner® at Chisholm Wealth Management | Burleson, Texas, United States
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Brian Ruff is an Independent Financial Advisor at LPL Financial, where he specializes in guiding clients toward achieving their financial independence and reaching their "work optional" point in life. With a strong focus on helping Lockheed employees, Brian leverages his extensive expertise in strategic financial planning to tailor investment strategies that align with their unique needs and goals. His proficiency in financial analysis and portfolio management allows him to craft personalized investment portfolios that not only aim for growth but also prioritize tax efficiency, enabling clients to maximize their savings and ultimately pass on more wealth to their families or favorite charities.
Currently, Brian is involved in key projects that emphasize retirement planning and business retirement plans, ensuring that his clients are well-prepared for their financial futures. He utilizes advanced tools such as Excel for budgeting and financial modeling, and he is adept at presenting complex financial concepts in an easily digestible format through PowerPoint presentations. His commitment to event planning also allows him to host informative seminars and workshops, empowering clients with knowledge about investment strategies and tax-saving opportunities.
Brian’s holistic approach to financial advising combines his analytical skills with a deep understanding of the emotional aspects of wealth management. He believes that financial planning is not just about numbers; it's about helping clients achieve their life goals and ensuring their financial legacy. With a keen eye for detail and a passion for client education, Brian Ruff stands out as a trusted partner in navigating the complexities of financial planning in today’s dynamic economic landscape.
Certified Financial Planner® at Chisholm Wealth Management in April 2025 to Present
Founder at The Aero Advisor in March 2018 to May 2025
Independent Financial Advisor at LPL Financial in April 2013 to May 2025
Financial Advisor at Merrill Lynch in November 2010 to April 2013
Financial Advisor at Edward Jones in June 2007 to November 2010
Teacher and Coach at Midlothian ISD in August 2005 to August 2007
Marketing Coordinator at TRISTAR Productions in January 2004 to January 2005
Public Relations at Texas A&M University in January 2003 to January 2004
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Retirement Planning
Tax Planning
Strategic Financial Planning
Investments
Public Relations
Financial Analysis
Writing
Customer Service
Editing
Budgets
Public Speaking
Excel
Budgeting
Word
Outlook
Event Planning
Microsoft Office
Customer Relations
PowerPoint
Promotions
Problem Solving
Financial Planning
Event Management
Portfolio Management
Asset Management
Salesforce.com
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What is Brian Ruff email address?
Email Brian Ruff at [email protected]. This email is the most updated Brian Ruff email found in 2026.
What is Brian Ruff phone number?
Brian Ruff phone number is +18173851199 and +14698549523.
How to contact Brian Ruff?
To contact Brian Ruff send an email to [email protected]. If you want to call Brian Ruff try calling on +18173851199 and +14698549523. (updated on September 13, 2024)
What company does Brian Ruff work for?
Brian Ruff works for Chisholm Wealth Management
What is Brian Ruff's role at Chisholm Wealth Management?
Brian Ruff is Certified Financial Planner®
What industry does Brian Ruff work in?
Brian Ruff works in the Financial Services industry.
Brian Ruff Email Addresses
Brian Ruff Phone Numbers
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