Rosario Ruffino

Rosario Ruffino, CPA, CLU, CFP®

Managing Director & Head of Tax & Insurance

New York, NY

Rosario combines many years of experience in personal financial planning, investment advisory services, and tax services for high-net-worth clients and professional athletes. In addition, he has experience in risk management, including life, health and property and casualty insurance.

Prior to joining Mariner Wealth Advisors, Rosario formed RR Advisory Group. Before that, he was a partner at Clarfeld Financial Advisors, a firm specializing in financial planning, tax and investment services. His primary responsibilities included counseling executives on personal financial planning, estate, retirement, insurance and investment advisory services. He had overall relationship responsibility for several of the firm’s major corporate financial planning programs.

Rosario is a Certified Public Accountant (CPA), a CERTIFIED FINANCIAL PLANNER professional, Chartered Life Underwriter (CLU) and a member of the American Institute of Certified Public Accountants (AICPA). He also holds life and health insurance licenses. Rosario has a bachelor’s degree from Bernard M. Baruch College.