AeroLeads people directory · profile

Nick Ruzette, Cfp® Email & Phone Number

Optimizing personal financial decisions at Aspiriant
Location: San Francisco, California, United States 10 work roles 3 schools
1 work email found @aspiriant.com 1 phone found area 310 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email n****@aspiriant.com
Direct phone (310) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Aspiriant
Role
Optimizing personal financial decisions
Location
San Francisco, California, United States

Who is Nick Ruzette, Cfp®? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Nick Ruzette, Cfp® is listed as Optimizing personal financial decisions at Aspiriant, based in San Francisco, California, United States. AeroLeads shows a work email signal at aspiriant.com, phone signal with area code 310, and a matched LinkedIn profile for Nick Ruzette, Cfp®.

Nick Ruzette, Cfp® previously worked as Manager - Wealth Management at Aspiriant and Senior Associate - Wealth Management at Aspiriant. Nick Ruzette, Cfp® holds Ba, Economics from Uc San Diego.

Company email context

Email format at Aspiriant

This section adds company-level context without repeating Nick Ruzette, Cfp®'s masked contact details.

*@aspiriant.com
71% confidence

AeroLeads found 1 current-domain work email signal for Nick Ruzette, Cfp®. Compare company email patterns before reaching out.

View email format View company profile Management contacts
Profile bio

About Nick Ruzette, Cfp®

No two financial plans are the same because no two families are the same. I create comprehensive financial plans to help people achieve their goals through active listening and creative problem solving. Chocolate chip cookie aficionado.Important Disclosures: http://ow.ly/vBMiR

Listed skills include Customer Service, Microsoft Excel, Microsoft Office, Data Analysis, and 11 others.

Current workplace

Nick Ruzette, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Aspiriant
Aspiriant
Optimizing personal financial decisions
Website
aspiriant.com
AeroLeads page
Company profile
View company profile Email format
10 roles · 18 years

Nick Ruzette, Cfp® work experience

A career timeline built from the work history available for this profile.

Manager - Wealth Management

Current
Aspiriant

Los Angeles, CA, US

Mar 2021 - Present

Senior Associate - Wealth Management

Aspiriant

Los Angeles, CA, US

Jan 2019 - Feb 2021

Associate - Wealth Management

Aspiriant

Los Angeles, CA, US

Jan 2017 - Dec 2018

Portfolio Administrator

Aspiriant

Los Angeles, CA, US

Sep 2015 - Dec 2016

Associate - Investment Operations

Aspiriant

Los Angeles, CA, US

Dec 2014 - Aug 2015

Intern - M&A Analyst/Pe Analyst

Bainbridge Capital

San Diego, CA, US

Sep 2012 - Feb 2013

Student Lead

Plaza Cafe
2008 - Sep 2012
Team & coworkers

Colleagues at Aspiriant

Other employees you can reach at aspiriant.com. View company contacts →

CK Chris Kazmer, Cpa, Cfp® Chris Kazmer, Cpa, Cfp® Colleague at Aspiriant Los Angeles Metropolitan Area, United States, United States View → MI Mitchell I. Mitchell I. Colleague at Aspiriant Los Angeles, California, United States, United States View → LB Lisa Barnea Lisa Barnea Colleague at Aspiriant Menlo Park, California, United States, United States View → HN Heather Nichols, Cfp® Heather Nichols, Cfp® Colleague at Aspiriant Greater Minneapolis-St. Paul Area, United States, United States View → SH Summer Hammons, Phr Summer Hammons, Phr Colleague at Aspiriant Glendale, California, United States, United States View → RH Raza Hussain Jafri Raza Hussain Jafri Colleague at Aspiriant Schenectady, New York, United States, United States View → DP Dru Pena Dru Pena Colleague at Aspiriant New York City Metropolitan Area, United States View → RL Rachel Lee Rachel Lee Colleague at Aspiriant Los Angeles, California, United States, United States View → JG Jay Guenther Jay Guenther Colleague at Aspiriant Burlington, Kentucky, United States, United States View → JP John Petrie John Petrie Colleague at Aspiriant Milwaukee, Wisconsin, United States, United States View →
3 education records

Nick Ruzette, Cfp® education

Ba, Economics

Uc San Diego

Certificate In Financial Planning, Financial Planning

University Of California, Berkeley

Education record

Colfax High School
FAQ

Frequently asked questions about Nick Ruzette, Cfp®

Quick answers generated from the profile data available on this page.

What company does Nick Ruzette, Cfp® work for?

Nick Ruzette, Cfp® works for Aspiriant.

What is Nick Ruzette, Cfp®'s role at Aspiriant?

Nick Ruzette, Cfp® is listed as Optimizing personal financial decisions at Aspiriant.

What is Nick Ruzette, Cfp®'s email address?

AeroLeads has found 1 work email signal at @aspiriant.com for Nick Ruzette, Cfp® at Aspiriant.

What is Nick Ruzette, Cfp®'s phone number?

AeroLeads has found 1 phone signal(s) with area code 310 for Nick Ruzette, Cfp® at Aspiriant.

Where is Nick Ruzette, Cfp® based?

Nick Ruzette, Cfp® is based in San Francisco, California, United States while working with Aspiriant.

What companies has Nick Ruzette, Cfp® worked for?

Nick Ruzette, Cfp® has worked for Aspiriant, Alpha Strategies Investment Consulting, Bainbridge Capital, Bank Transactions, Inc., and Plaza Cafe.

Who are Nick Ruzette, Cfp®'s colleagues at Aspiriant?

Nick Ruzette, Cfp®'s colleagues at Aspiriant include Chris Kazmer, Cpa, Cfp®, Mitchell I., Lisa Barnea, Heather Nichols, Cfp®, and Summer Hammons, Phr.

How can I contact Nick Ruzette, Cfp®?

You can use AeroLeads to view verified contact signals for Nick Ruzette, Cfp® at Aspiriant, including work email, phone, and LinkedIn data when available.

What schools did Nick Ruzette, Cfp® attend?

Nick Ruzette, Cfp® holds Ba, Economics from Uc San Diego.

What skills is Nick Ruzette, Cfp® known for?

Nick Ruzette, Cfp® is listed with skills including Customer Service, Microsoft Excel, Microsoft Office, Data Analysis, Powerpoint, Microsoft Word, Financial Analysis, and Investments.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.