Get to know Jeff Ruffin
Ready to focus on your financial goals? I can help. Your goals are my focus. Let’s put strategies together to work for you. Whether your priority is personal finances, your business, or both, I’m committed to helping you work towards your financial goals. EXPERIENCE:
A passionate humanitarian, Jeff began his career helping people set and work towards their financial goals in 2015. Specializing in comprehensive planning, he assists clients on their road towards financial well-being. Jeff’s goal is to make a positive impact in the lives of his clients, and the lives of future generations.
EDUCATION & CREDENTIALS
• Accounting degree from the University of Alabama
• FINRA Series 6 and 63 securities registrations
• Life and Health Insurance License
• NAIFA Top 40 under 40
INTERESTS:
• Young Professionals of Birmingham
• Rotaract of Birmingham
• Ready to Succeed Program
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