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Bryan Ruiz (CFP®)

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

  • AUM
  • Entrepreneurs
  • Fixed Fee (Subscription, Retainer, etc.)
  • Generation X
  • Investment Advice with Ongoing Management
  • Millennials

Additional Information

Bryan is a life-long metalhead and classical fan, playing drums as a kid and picking up cello--you know, a real instrument--as an adult. His education is in accounting and insurance with a work background in taxes, banking, retail, and customer service. He can also string a tennis racquet in under fifteen minutes.

NAPFA Start Date

June 16, 2025

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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.
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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.

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This Office

171 River Court Pkwy Atlanta, GA 30328-1103 Phone: (678) 908-5581
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