Dave Ruths, Jr. CFP, CKA

Dave has worked in the financial services industry for over two decades. He has experience in areas such as financial planning, investments, taxes and corporate trusts. He holds a B.A. degree in Business Administration from Taylor University and an M.B.A. from Queens University. He is a Certified Financial Planner™ practitioner and is licensed in securities and insurance. He is also an Investment Advisor Representative.

Prior to his current work with IPI, Dave was responsible for mutual fund due diligence as well as 529 and 401(k) recommendations in his position of Manager of Investment Research at MEDIQUS Asset Advisors. He also wrote financial plans and executed trades in equities, fixed income and mutual funds.

Dave has a passion for serving clients through applying his analytical background and helping clients achieve their financial goals and dreams. As an independent advisor, he is able to do what is best for the client in choices of tools, products and platforms.