Kevin Ruth
Founder at Finance411 | Wyckoff, New Jersey, United States
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Kevin Ruth, as the Founder and CEO of Finance411, has established himself as a pivotal figure in the financial planning landscape. With a robust background in M&A negotiations and fiduciary experience, he has successfully led numerous key projects that emphasize the importance of strategic financial management. Under his leadership, Finance411 has developed innovative educational tools, including a Financial Planning Game designed to teach players essential skills in budgeting, saving, investing, and borrowing. This initiative reflects Kevin's commitment to enhancing financial literacy and empowering individuals to make informed financial decisions.
Kevin’s expertise spans a wide array of specialties, including personal and corporate retirement planning, mutual funds (both domestic and offshore), and comprehensive insurance solutions. His proficiency in P&L management and risk management ensures that Finance411 not only meets but exceeds client expectations in wealth management. Additionally, his Series 7, 63, and 24 licenses underscore his deep understanding of the financial markets, enabling him to navigate complex investment landscapes effectively.
As a diversity champion, Kevin is dedicated to fostering an inclusive environment within the financial sector, advocating for diverse perspectives that drive innovation and growth. His extensive skill set, which includes alternative investments, asset management, and hedge funds, positions him as a thought leader in the industry. Through his visionary approach, Kevin Ruth continues to shape the future of financial planning, making a lasting impact on both individuals and organizations alike.
Founder at Finance411 in February 2019 to Present
Founder at Give-Get in February 2019 to Present
Board Member at Signature Estate & Investment Advisors, LLC in May 2023 to Present
SVP, Private Wealth at Raymond James in January 2022 to April 2023
Interim Chief Executive Officer at Whealthcare Planning, LLC in February 2020 to August 2020
Head of Wealth Planning and Personal Trust at Fidelity Investments in June 2014 to January 2019
Head of Wealth Planning at Fidelity Investments in July 2013 to June 2014
Head of Wealth Planning & Fund Services at UBS Wealth Management in March 2010 to July 2013
President & CEO, UBS FS Insurance Agency, Inc. at UBS Wealth Management in October 2008 to July 2013
CEO, UBS Trust Company at UBS Wealth Management in November 2005 to July 2013
Head of Wealth Planning US at UBS Wealth Management in November 2005 to March 2010
Head of Private Planning at UBS Wealth Management in August 2003 to November 2005
Director of Private Planning, Private Wealth at Merrill Lynch in June 1998 to August 2003
Financial Advisor at Summit Financial in June 1994 to April 1997
Officer at US Army in May 1990 to June 1994
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Mutual Funds
Strategic Financial Planning
Wealth Management
Series 7
Investment Advisory
Risk Management
Fixed Annuities
Wealth Management Services
Insurance
Retirement
Investments
Alternative Investments
Series 63
Asset Management
Equities
Fixed Income
Hedge Funds
Portfolio Management
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What is Kevin Ruth email address?
Email Kevin Ruth at [email protected] and [email protected]. This email is the most updated Kevin Ruth email found in 2026.
What is Kevin Ruth phone number?
Kevin Ruth phone number is +19122394570.
How to contact Kevin Ruth?
To contact Kevin Ruth send an email to [email protected] or [email protected]. If you want to call Kevin Ruth try calling on +19122394570. (updated on October 31, 2024)
What company does Kevin Ruth work for?
Kevin Ruth works for Finance411
What is Kevin Ruth's role at Finance411?
Kevin Ruth is Founder
What industry does Kevin Ruth work in?
Kevin Ruth works in the Financial Services industry.
Kevin Ruth Email Addresses
Kevin Ruth Phone Numbers
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