Back to Search Favorites List

Carlos Ruiz (CFP®)

Carlos Ruiz focuses in the
following client markets or areas of practice:

  • Business Owners
  • Charitable Giving
  • Fixed Fee (Subscription, Retainer, etc.)
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Millennials

Planning Specialties

Comprehensive Financial Planning

Tax-Efficient Wealth Strategies

Work-Optional and Early Retirement Planning

Equity Compensation Planning

Student Loan Planning for Professionals

Charitable Giving and Faith-Based Financial Planning

Additional Information

At Pivot Wealth Advisors, we specialize in helping successful professionals simplify their finances, make confident decisions, and create financial flexibility — sooner. Our approach is designed for individuals and families who want proactive guidance and a clear plan to align their wealth with their values.

With a background in both financial planning and military service, we understand the unique challenges faced by busy professionals balancing career, family, and financial goals. Whether you're navigating equity compensation, planning for a work-optional lifestyle, or seeking tax-smart strategies to maximize your wealth, we provide personalized advice tailored to your specific needs.

Our process emphasizes clarity, simplicity, and intentional decision-making — so you can feel confident that your money is working toward the life you’ve been building.

NAPFA Start Date

March 05, 2025

Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
Submit
Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

Submit

This Office

800 W Main St. #1460 Boise, ID 83702 Phone: +1 (208) 401-9272
View
Visit Website