Tom Ruggie, Chfc®, Cfp® Email & Phone Number
@ruggiewealth.com
4 phones found area 352
LinkedIn matched
Who is Tom Ruggie, Chfc®, Cfp®? Overview
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Tom Ruggie, Chfc®, Cfp® is listed as Founder and Chief Executive Officer at Destiny Family Office, a company with 5 employees, based in Greater Orlando, United States, United States. AeroLeads shows a work email signal at ruggiewealth.com, phone signal with area code 352, and a matched LinkedIn profile for Tom Ruggie, Chfc®, Cfp®.
Tom Ruggie, Chfc®, Cfp® previously worked as Owner at Ruggie Wealth Management and Owner at Destiny Family Office. Tom Ruggie, Chfc®, Cfp® holds Bachelor Of Arts, Finance from University Of Central Florida.
Email format at Destiny Family Office
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AeroLeads found 2 current-domain work email signals for Tom Ruggie, Chfc®, Cfp®. Compare company email patterns before reaching out.
About Tom Ruggie, Chfc®, Cfp®
A 30+ year veteran of the investment and financial planning industries, Tom Ruggie, ChFC®, CFP® began his career in 1991 and subsequently founded what would become Destiny Wealth Partners, the Central-Florida based independent RIA which manages almost $1.2B in assets. He founded Destiny Family Office in 2017 to help ultra-high-net-worth individuals and families face head-on the increasing complexities inherent in their business and personal lives, so they can enjoy more time embracing their unique potential, transforming their worlds, and achieving their own destiny.Destiny Family Office offers unique access to alternative, direct, and co-investment opportunities for Qualified Purchasers, with a specialized focus on integrating collectibles – from luxury cars and art to sports memorabilia – into clients’ broader planning. Tom, a member of Tiger 21's Orlando chapter, shares insights on UHNW investors’ strategies.An avid collector himself, Tom holds a renowned collection of autographed baseball cards and sports memorabilia. He has been widely recognized for his expertise, contributing articles on alternative investments to Crain Currency, Forbes.com, PSA Magazine, and Kiplinger. His insights have been featured by The Wall Street Journal, New York Times, CNN Money, and others.He and his firms have received national recognition by organizations including:▪ InvestmentNews Awards "RIA Team of the Year" – 2024▪ 7X Forbes/Shook Research "Best-In-State Wealth Advisors" – 2024 (#1 N Florida) ▪ 12X Barron’s "Top 1200 Financial Advisors" – 2024 ▪ Forbes "Top 250 RIA Firms" – 2024 (#4 in Florida)▪ ThinkAdvisor Luminaries Award Finalist "Thought Leader of the Year" - 2024▪ InvestmentNews "Top 75 Fastest-Growing Fee-Only RIAS" – 2023 ▪ 12X Financial Advisor Magazine "Top RIA’s/Fastest-Growing Firms" – 2024 ▪ 3X Family Wealth Report Awards Finalist - 2024 ▪ Forbes Finance Council Since 2016 Tom has served on various boards and was appointed by the Governor to the Florida Prepaid College Plan, managing over $10B in assets. In 2013, he and his wife Kim founded the Tom and Kim Ruggie Family Foundation to support community projects focused on family, healthcare, and education. He also serves on the Orlando Magic Youth Foundation (OMYF) Board, dedicated to supporting at-risk children in Central Florida.A CrossFit enthusiast alongside his family, Tom enjoys traveling, expanding his memorabilia collection, and sharing good food and wine with loved ones.To review our disclosures, please visit: https://destinyfamilyoffice.com/disclosures
Listed skills include Wealth Management, Investments, Retirement Planning, Financial Advisory, and 46 others.
Tom Ruggie, Chfc®, Cfp®'s current company
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Tom Ruggie, Chfc®, Cfp® work experience
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Owner
CurrentTom Ruggie is a Certified Financial Planner and Chartered Financial Consultant with an outstanding 30+ year track record in wealth management.
Owner
Current
Official Member
CurrentFrom the Ruggie Wealth Management website: "The Forbes Finance Council is an invitation-only community for executives in accounting, financial planning, wealth and asset management, and investment firms. Members are hand-selected by the Council’s community team, who look for executives whose success in a given industry has been recognized publicly by.
Tom Ruggie, Chfc®, Cfp® education
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University Of Central Florida
Frequently asked questions about Tom Ruggie, Chfc®, Cfp®
Quick answers generated from the profile data available on this page.
What company does Tom Ruggie, Chfc®, Cfp® work for?
Tom Ruggie, Chfc®, Cfp® works for Destiny Family Office.
What is Tom Ruggie, Chfc®, Cfp®'s role at Destiny Family Office?
Tom Ruggie, Chfc®, Cfp® is listed as Founder and Chief Executive Officer at Destiny Family Office.
What is Tom Ruggie, Chfc®, Cfp®'s email address?
AeroLeads has found 2 work email signals at @ruggiewealth.com for Tom Ruggie, Chfc®, Cfp® at Destiny Family Office.
What is Tom Ruggie, Chfc®, Cfp®'s phone number?
AeroLeads has found 4 phone signal(s) with area code 352 for Tom Ruggie, Chfc®, Cfp® at Destiny Family Office.
Where is Tom Ruggie, Chfc®, Cfp® based?
Tom Ruggie, Chfc®, Cfp® is based in Greater Orlando, United States, United States while working with Destiny Family Office.
What companies has Tom Ruggie, Chfc®, Cfp® worked for?
Tom Ruggie, Chfc®, Cfp® has worked for Destiny Family Office, Ruggie Wealth Management, and Forbes Finance Council.
How can I contact Tom Ruggie, Chfc®, Cfp®?
You can use AeroLeads to view verified contact signals for Tom Ruggie, Chfc®, Cfp® at Destiny Family Office, including work email, phone, and LinkedIn data when available.
What schools did Tom Ruggie, Chfc®, Cfp® attend?
Tom Ruggie, Chfc®, Cfp® holds Bachelor Of Arts, Finance from University Of Central Florida.
What skills is Tom Ruggie, Chfc®, Cfp® known for?
Tom Ruggie, Chfc®, Cfp® is listed with skills including Wealth Management, Investments, Retirement Planning, Financial Advisory, Mutual Funds, Asset Management, Estate Planning, and Finance.
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