A family of financial advisors that specializes in retirement planning
Ruedi Wealth Management is a family owned and operated Registered Investment Advisor (RIA) firm in Plano, Texas that specializes in retirement planning. Founded by our CEO, Paul A. Ruedi, Ruedi Wealth Management has since grown to a team of 5 financial advisors, 2 of which (Paul Jr. and David) hold the CERTIFIED FINANCIAL PLANNER designation and 1 (Daniel) holds the Retirement Income Certified Professional designation. With this much retirement planning experience under one roof, you can be confident you have found the team to help you achieve your retirement dreams!
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