Pete Ruma, CFP®, CLU, ChFC, RICP®
Pete was one of the founding members of Gould Ruma Financial Advisors in 2008 and now serves more than 200 clients who have entrusted him with their financial planning and asset management needs.
Pete has more than 30 years of experience in the financial planning industry, and he has worked with many of his clients for nearly as long. He views financial planning not as the creation of a plan, but as an ongoing process. He sees the reward of the long-term relationships he forges with his clients as the “a-ha” moment, when their focus shifts from a single piece to how the pieces of their overall financial puzzle come together. His primary goal is to help his clients simplify their lives by focusing not on financial outputs but financial outcomes.
Pete is a Member of the firm Gould Ruma Financial Advisors and has been in the financial services industry since 1986. He received his Chartered Life Underwriter, (CLU), in 1995, his Chartered Financial Consultant, (ChFC), in 1999 and his Retirement Income Certified Professional, (RICP), in 2019 conferred by The American College. He received the CERTIFIED FINANCIAL PLANNER™ designation from the Certified Financial Planner Board of Standards, Inc. in 2009. His practice focuses in the core areas of financial and retirement planning, asset management (through LPL Financial), and tax planning, offering a more comprehensive level of wealth management not found at many financial services or financial planning firms, to help his clients address their financial goals.
Pete received his BA in Political Science with a Minor in Economics from Bowling Green State University in 1985. He is a past Board Member of the Financial Planning Association and a member of the Society of Financial Service Professionals. Pete received his FINRA Series 6 in 1987, Series 63 in 1991, Series 7 in 1998 and Series 66 in 2001 and are held through LPL Financial. Pete exceeds the minimum continuing education standards required to maintain his CFP® credential, as well as his life insurance license and securities registrations.
Pete and his wife, Jan, have been married since June 1989 and have two children Nick and Monica. He is involved in the St. John’s Jesuit High School Alumni Association and Bowling Green State University Alumni Association.