Certifications: CFP®
Alejandro Ruiz is a Financial Advisor at Evensky & Katz / Foldes Wealth Management, where he brings a disciplined, goal-oriented approach to helping clients build and maintain long-term financial strength. Since joining the firm in 2021, Alejandro has worked with individuals and families to create structured, customized financial plans—providing guidance in investment management, retirement planning, and estate strategies. Much like a professional trainer helps clients stay on track with their physical goals, Alejandro serves as a financial coach: building strategies, keeping clients accountable, and helping them stick to a plan even when markets—or life—get unpredictable.
Alejandro earned his Bachelor of Business Administration in Economics from the University of Miami and began his career as a financial consultant at Equitable Advisors. There, he developed a deep appreciation for helping clients understand the why behind financial decisions—not just the numbers. His strength lies in simplifying complex strategies and supporting clients with the consistency and clarity needed to meet their goals. Whether he’s designing an investment plan or guiding a client through retirement transitions, Alejandro’s steady, thoughtful style reflects the firm’s fiduciary values and long-term perspective.
Born and raised in Miami, Alejandro is committed to giving back to the community that shaped him. He is actively involved with Legal Services of Greater Miami and supports initiatives at Belen Jesuit. He has also volunteered with Habitat for Humanity and served as a local ambassador for the Crohn’s & Colitis Foundation. Outside the office, he stays energized through fishing, sports, and regular exercise—bringing the same personal discipline he encourages in his clients. Looking ahead, Alejandro is focused on growing his impact as a financial advisor by continuing to help clients build resilience and confidence through life’s many financial milestones. His work is grounded in the firm’s core values: People, Community, Stewardship, Fiduciary, Trust, and Accountability.
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…