Ruben E. Vilorio

Ruben E. Vilorio, CFP®, currently serves as an Investment Advisor Representative at Diversify, Inc. since June 2018, contributing to financial planning and client relationship management. Previously, Ruben held roles as an Associate Advisor and Operations Manager at Greenbook Wealth Management, and as a Client Account Manager at Diversify, where responsibilities included developing client relationships and addressing concerns. Earlier experience includes serving as a Member Service Representative at Deseret First Credit Union, guiding clients through loan options and assisting Spanish-speaking members, as well as administrative roles in office management and woodworking. Ruben holds a Bachelor of Science in Personal Financial Planning from Utah Valley University and an Associate of Science in Business Administration and Management from LDS Business College.