Basic Information
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Company
Edward Jones -
Phone
(619)397-4338 -
Mobile phone
(619)587-4454 -
Email
gabriel.ruz@edwardjones.com -
What is your "why"? Why do you do what you do?
I'm passionate about partnering up with professionals and business owners who are laser focused on their why. Help them gain a better understanding of their financial picture and help them become more confident with the decisions they make with their hard earned money. -
About me
My name is Gabriel Ruz and I am a husband, father, son, and brother. I have been married for four years, have a daughter who is two and a son who is two months old. I grew up in the Chula Vista with my father who was a high school teacher, a mom who worked for Panasonic and four sisters. I am a family first kind of person, I enjoy sports(don't play much anymore), taking my daughter to parks, running with my dog, and trying new restaurants. -
Profession
Financial Advisor -
Title
Financial Advisor -
Hobbies and interest
My hobbies and interests include: Park clean-ups, Sports, Dogs, gardening, and working out. -
Website
https://www.edwardjones.com/us-en/financial-advisor/gabriel-ruz
Contact Information
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City / Town
Chula Vista -
Describe your perfect referral
My perfect referral: A professional or business owner who is in transition to retire within 5 years and has accumulated funds in their personal accounts along the way. They have a coachable attitude and is looking to partner with a financial advisor to develop a personal income strategy in their retirement phase of life. -
State
California -
Zip
91914 -
Country
United States -
LinkedIn Profile
linkedin.com/in/gabriel-ruz-93092392
Education
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College / University
San Diego State University -
Graduation Year
2015 -
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
When do you plan to retire?
Has anyone prepared a retirement readiness report for you?
How do you know if you'll be ready to retire by then?
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Describe How You Would Like To Be Introduced Via Email
Hello Mr. Jones,
I would like to introduce Gabriel Ruz, he is wealth management professional who will take the time to understand your financial goals.