Over the years, I have found effective methods to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. I invite you to discover and experience the power of my services.
No one strategy fits everyone, which is why every client gets my undivided attention—from planning to execution to follow-up. I take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Francesco Ruggeri
Financial Advisor
888-858-4705
Francesco Ruggeri is a Financial Advisor and President of Ruggeri Financial. Francesco has over 24 years of experience in the financial industry, which includes working at Morgan Stanley, WaMu Investments, Wells Fargo Advisors, Securities America, TCFG Wealth Management, and currently with Independent Financial Group.
Francesco started his career in the financial services industry because he realized he could help people to better understand their retirement needs and goals, while using his knowledge, training and education to educate and help his clients. He enjoys helping people invest in order to prepare for their future.
Francesco works with individuals from various companies in the Bay area who want to secure their financial future. Francesco’s responsibilities include reviewing client’s retirement and financial planning needs and provides each individual with the tools of expertise necessary to work toward their goals. He manages client accounts and explains their 401k, pensions, IRAs and the rules governing these investment vehicles.
Francesco resides in San Diego. He attended San Diego State University, where he studied Sociology. Francesco currently holds the Series 7; General Securities Representative, Series 63; Uniform Securities Agent State Law Examination, Series 65; Uniform Investment Advisor Law Examination, a certificate in Financial Planning from UC Berkeley and is a licensed insurance agent in the state of California (CA Insurance License #0D17541).
Francesco was in the President’s Club for 3 years at WaMu Investments. Growing up in San Diego, he enjoys spending time with his family and friends. Francesco has strong Italian roots and is a member of the Italian Catholic Federation ( ICF), Branch 246. Francesco is an avid supporter of San Diego State Athletics & St. Paul’s Senior Homes and Services.
Independent Financial Group and its representatives do not provide tax or legal advice. Please consult an appropriate advisor regarding your personal situation prior to acting on any information.
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, my personalized service focuses your needs, wants, and long-term goals.
I have years of experience in financial services. I can help you address your needs of today and for many years to come. I look forward to working with you.