James Ruwe
Estate Planning and Financial Professional @Secure Income Management
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WORK HISTORY
Estate Planning and Financial Professional @Secure Income Management
Orange County, CA, US
As an independent fiduciary, I am a plan-driven financial professional specializing in post-retirement strategies and aging care preparedness. I serve as an advocate for clients, helping them navigate Insurance companies, tax traps, and other pitfalls in a constantly changing financial environment.
EDUCATION
Baylor University - Hankamer School of Business
Bachelor of Business Administration - BBA, Finance, General
ABOUT JAMES RUWE
I work with those individuals around retirement age to organize and secure their estate and financial future. We use a variety of strategies and products to help meet a number of insurance and financial needs, including retirement, managing healthcare costs, and lifetime income strategies.
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