Rugh Financial, LLC

Rugh Financial is an independent, fee-only, financial planning firm in Palo Alto, CA.  Rugh Financial provides services in the area of comprehensive financial planning primarily for pre-retirement individuals, couples and families.  Rugh Financial believes in the tenets of Modern Portfolio Theory and strategic asset allocation.  Rugh Financial is particularly sensitive to providing prudent and efficient planning and investment strategies for his clients to maximize their opportunities to achieve financial success.   Major areas of focus in the financial planning process are:

Investment Management

Retirement Planning

Risk Management

Tax Planning

Estate Planning

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Advisors at this Office

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This Office

2225 E Bayshore Rd Ste 200 East Palo Alto, CA 94303-3220 Phone: (650) 642-6624

Primary Office

2225 E Bayshore Rd Ste 200 East Palo Alto, CA 94303-3220 Phone: (650) 642-6624