Tom Ruggie, Chfc®, Cfp® Email and Phone Number
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Tom Ruggie, Chfc®, Cfp® personal email
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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
Destiny Family Office
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Founder And Chief Executive OfficerDestiny Family OfficeOrlando, Fl, Us
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OwnerRuggie Wealth Management Jan 1993 - PresentTavares, Florida, UsTom Ruggie is a Certified Financial Planner and Chartered Financial Consultant with an outstanding 30+ year track record in wealth management. -
OwnerDestiny Family Office Jan 2016 - Present
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Official MemberForbes Finance Council Sep 2016 - PresentBoston, Ma, UsFrom 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 industry organizations, trade publications and other professional peers.“I’m excited to share my views and expertise with Forbes readers,” said Tom. “This opportunity gives me a wider audience to talk about the unique programs and services we have developed for Ruggie Wealth clients. At the same time, it helps me keep an ear to the ground to learn what’s on the minds of others in the financial industry." Visit http://www.ruggiewealth.com/forbes-finance-council/ for more information and the full announcement.
Tom Ruggie, Chfc®, Cfp® Skills
Tom Ruggie, Chfc®, Cfp® Education Details
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University Of Central FloridaFinance
Frequently Asked Questions about Tom Ruggie, Chfc®, Cfp®
What company does Tom Ruggie, Chfc®, Cfp® work for?
Tom Ruggie, Chfc®, Cfp® works for Destiny Family Office
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Tom Ruggie, Chfc®, Cfp®'s current role is Founder and Chief Executive Officer.
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What schools did Tom Ruggie, Chfc®, Cfp® attend?
Tom Ruggie, Chfc®, Cfp® attended University Of Central Florida.
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