Daniel Ruske (CFP®)
Daniel Ruske focuses in the
following client markets or areas of practice:
- Charitable Giving
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Tax Planning
- Charitable Giving
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
Retirement Income Planning
Legacy and Estate Planning
Medicare and Health Insurance
Tax Planning
Investment Management
Social Security and Pensions
PAdditional Information
Daniel is a Lead Financial Advisor at Peterson Wealth Advisors. He holds a master’s and bachelor’s degree in Financial Planning with a minor in Business Management from Utah Valley University. In March 2019 Daniel successfully passed the Certified Financial Planner™ designation exam. His passion for financial planning began growing in high school when he first took a personal finance class.
Daniel grew up in South Jordan, Utah, and currently lives in Vineyard, Utah with his wife Briana and three children. In his free time, he enjoys watching movies, eating good food, and traveling.
NAPFA Start Date
April 03, 2024
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