What company does Cfp Jeffrey Ruderman Cepa work for?

Cfp Jeffrey Ruderman Cepa is a Senior Vice President / Wealth Strategist at Capital Group Private Client Services, a company specializing in Monetary Authorities-Central Bank.

Where Cfp Jeffrey Ruderman Cepa graduated from?

Cfp Jeffrey Ruderman Cepa holds a degree in International Finance & Markeeting from University of Miami Herbert Business School.

Who is Cfp Jeffrey Ruderman Cepa?

Jeffrey Ruderman is a seasoned financial strategist with over two decades of experience in wealth management and financial advisory. Currently serving as the Senior Vice President and Wealth Strategist at Capital Group Private Client Services, he has a proven track record in asset allocation, investment management, and financial analysis. Jeffrey's career began in the tech sector as a Financial Analyst at Verizon, which provided him with a unique perspective on the intersection of technology and finance. He has held various roles within Capital Group, demonstrating his commitment to client relationships and strategic financial planning. His academic foundation includes a Bachelor's degree in Business Administration with a focus on International Finance and Marketing from the University of Miami. Beyond his professional endeavors, Jeffrey is passionate about emerging financial technologies and their implications for wealth management. He is known for his analytical approach and ability to tailor financial strategies to meet diverse client needs.