Certifications: CFP®
Mr. Ruiz joined the Evensky & Katz / Foldes team in November 2021. He is currently a paraplanner supporting financial advisors with client relationships, financial planning preparation and analysis, investment policy statements, and implementation.
Alejandro attended the University of Miami, where he earned his Bachelor of Business Administration in economics.
Alejandro’s prior work experience consists mainly in the financial services industry as a financial consultant at Equitable Advisors.
Alejandro is a Miami-native, born and raised; he enjoys outdoor activities such as fishing, sports, and exercise.
Outside of work, Alejandro volunteers with Habitat for Humanity and is a local ambassador for the Crohn’s & Colitis Foundation.
It’s resolution season – a time to reassess, refocus, and set meaningful goals. As a wealth management advisor, I’ve learned that the principles of financial success mirror those of physical fitness. Whether you’re a seasoned investor or just starting your wealth-building journey, these three critical lessons will help transform your financial health. Lesson 1: The…
Event Details: Date: October 17th 2024 Location: Fairchild Tropical Botanical Garden Address: 10901 Old Cutler Road, Miami Florida 33156 Time: 6:30 pm Want to stay up to date on our events?
This exclusive event brought together over 100 esteemed professionals and philanthropists for an evening dedicated to supporting a vital cause, hosted at Fiola’s La Terraza in Coral Gables. Date: Wednesday, October 11th 2023 Location: Fiola’s La Terraza Address: 1500 San Ignacio Ave, Coral Gables, FL 33146 Time: 6:00 pm View more photos at: www.legalservicesmiami.org/event-photos/cocktails-under-the-stars. Continuing…