Chris Ruffino, CFP® - Copper Beech Financial Group
Categories
Financial ServicesInsurance & Estate PlanningInvestment Services
About Us
I grew up in New Jersey (GSP exit 105) and attended Saint Joe's. I have the best wife, Melanie, and three wonderful kids (Chaz, Elle, and Emily). I have been a Chester County resident since 2007. I love helping clients achieve their goals, basketball, the outdoors, and supporting my kid's activities.
Everyone's financial and life situation is unique. This is at the forefront of my mind when providing financial guidance. Personalized attention is essential when matching clients with financial services and solutions.
I began my career in financial services in 2003. Working at Merrill Lynch and BNY Mellon, I learned that aligning a client's and advisor's interests is essential to meeting their goals and dreams. At Legg Mason, I educated clients on diversification, discipline, and dollar-cost-averaging principles as we invested to improve lives.
Are you ready to take control and live the life you want? I can help!
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