David Ruedi

David Ruedi, grew up in Champaign, Illinois and attended Miami University in Ohio, graduating with a degree in finance in 2013. Upon graduation, David moved to Austin, Texas to start his job in the financial advisor services department at Dimensional Fund Advisors. He joined Ruedi Wealth in 2014. He earned Certified Financial Planner certification in May of 2016 and his Retirement Income Certified Professional designation in February of 2018.

In addition to his role as a financial advisor, David also serves as Vice President, overseeing the operations of Ruedi Wealth to ensure we deliver the best client experience possible. David is a regular guest on Paul Ruedi’s On the Money radio show and has provided insight for Financial Advisor Magazine, Bankrate, U.S. News, MSN Money, Investopedia, and Nasdaq.