First Command Newport
Claudia Ruoti
First Command Financial Advisor
Contact
(401) 846-9842
(401) 846-9889
221 Third Street
Suite 300
Newport, Rhode Island, 02840
About Claudia
Claudia Ruoti joined First Command Financial Services as a Financial Advisor in November 2003, bringing 15 years of financial industry experience to the position.
A graduate of Michigan State University with a Bachelor of Arts degree in Accounting, Claudia is a Certified Financial Planner professional, a Chartered Financial Consultant and a Chartered Life Underwriter. She holds Series 6, 63 and 65 securities licenses plus state life, health, property and casualty and annuities licenses in Rhode Island, Connecticut, Massachusetts, Florida, Georgia and Illinois. She is a member of the Financial Planning Association, the Financial Services Institute and the Newport County Chamber of Commerce.
Understanding that the single most powerful contributor to financial well-being is behavior, Claudia works closely with clients to develop personalized financial plans that reflect their values, address their priorities and support their goals. Each plan includes recommendations for specific financial products and services to support those goals. And through ongoing planning to address changes in one's financial and personal circumstances, Claudia is ready to assist clients as they pursue their goals through a lifetime financial journey.
Claudia regularly hosts Lunch & Learn presentations at federal agencies, and she enjoys helping federal employees integrate their benefits into a comprehensive financial plan to pursue their financial goals.
A graduate of Michigan State University with a Bachelor of Arts degree in Accounting, Claudia is a Certified Financial Planner professional, a Chartered Financial Consultant and a Chartered Life Underwriter. She holds Series 6, 63 and 65 securities licenses plus state life, health, property and casualty and annuities licenses in Rhode Island, Connecticut, Massachusetts, Florida, Georgia and Illinois. She is a member of the Financial Planning Association, the Financial Services Institute and the Newport County Chamber of Commerce.
Understanding that the single most powerful contributor to financial well-being is behavior, Claudia works closely with clients to develop personalized financial plans that reflect their values, address their priorities and support their goals. Each plan includes recommendations for specific financial products and services to support those goals. And through ongoing planning to address changes in one's financial and personal circumstances, Claudia is ready to assist clients as they pursue their goals through a lifetime financial journey.
Claudia regularly hosts Lunch & Learn presentations at federal agencies, and she enjoys helping federal employees integrate their benefits into a comprehensive financial plan to pursue their financial goals.
Claudia Focuses in:
- Comprehensive financial planning
- Investment strategies
- Risk management
- Debt management
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This material contains a testimonial from a client of First Command Financial Services, Inc. and/or its affiliated entities (together "First Command"). The testimonial was provided by the client on a strictly voluntary basis. First Command has not paid any direct or indirect compensation to the client for the testimonial and is unaware of any other material conflicts of interest. The testimonial may not be representative of the experience of other First Command clients and is no guarantee of future performance or success.