Kelly Rueckert
Principal, Executive Counseling at Cerity Partners @Cerity Partners
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WORK HISTORY
Principal, Executive Counseling at Cerity Partners @Cerity Partners
Saratoga Springs, NY, US
EDUCATION
Florida Atlantic University
Bachelor of Business Administration (B.B.A.), Finance
ABOUT KELLY RUECKERT
At Cerity Partners, my primary focus is on creating individualized financial plans and providing ongoing support to seamlessly integrate investments, wealth accumulation, income tax strategies, retirement planning, and risk management, with a particular emphasis on benefit planning. Leveraging my expertise in financial analysis and implementation, I deliver personalized wealth solutions tailored to each client’s unique circumstances.My approach to personalized planning is shaped by years of experience assisting individuals and families in navigating the intricacies of their financial lives. I strive to empower clients through informed, strategic guidance, helping them achieve and surpass their financial priorities and objectives.
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