Diversify
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.
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Diversify
Diversify, Inc., and the Diversify group of companies, provide investment, wealth management and insurance services to clients located throughout the western United States. Founded in 2004 by Daniel J. Luke and Ryan O. Smith, Diversify, Inc. offers a personal, independent and diversified approach to financial planning and investment strategy. Diversify, Inc. is a branch office of DFPG Investments, Inc. Securities and Investment Advisory Services offered through DFPG Investments, Inc., a SEC registered investment advisor. Member FINRA (www.finra.org) / SIPC (www.sipc.org). Insurance offered through Diversify Insurance, Inc. Social Media Disclosures: http://www.dfpg.com/social-media/ Check the background of this firm on FINRA's BrokerCheck (http://brokercheck.finra.org/).