Claudia Ruoti
Top Tier Client Experience Award
Qualifying First Command Financial Advisors receive Top Tier award certification for exceptional client service. This award is based on objective measures that include client reviews about sentiment, service and experience, coupled with operational data. Click the award icon to learn more.
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.
- Comprehensive financial planning
- Investment strategies
- Risk management
- Debt management
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.
