Daniel Ruedi

Daniel Ruedi, the youngest of the three Ruedi brothers, grew up in Champaign but broke the mold by attending Auburn University for college. He graduated in 2015 with a degree in finance and almost immediately started in his role as a financial advisor at Ruedi Wealth. Daniel earned the Retirement Income Certified Professional (RICP) designation in January 2018. He also passed the Certified Financial Planner exam in November of 2016 and earned the designation in July 2018 after completing the required years of work experience.

As a financial advisor at Ruedi Wealth, Daniel works with clients to build financial plans that are designed to achieve their retirement goals. He is a contributor to the Ruedi Wealth blog, where he writes about retirement and financial planning issues and has provided insight for U.S. News, Yahoo Finance, Investopedia, and Nasdaq. Daniel can also be heard discussing these topics on Paul Ruedi’s “On the Money” Radio Show. Daniel currently lives near downtown Dallas.