Nicholas Rugh (BS, CRPC®, MS)

Nicholas Rugh focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules

Planning Specialties

Investment Management

Asset Allocation

Cost Efficient Investing


Additional Information

NAPFA Start Date

January 05, 2009


This Office

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