Daniel Ruiz, CFP®, IAR
Designations and Licenses
Daniel is a CERTIFIED FINANCIAL PLANNER™ professional and a licensed Investment Advisor Representative (IAR). He currently holds his life/health/disability insurance Licenses, long-term care insurance license and annuities & variable lines license.
Experience and Education
Daniel provides customized wealth management solutions to clients to help them achieve their goals. Prior to joining Mariner Wealth Advisors, he worked as an associate wealth advisor at Northwestern Mutual where he helped review and evaluate client income, assets, tax exposure, estate plan, investment allocation and insurance to develop customized comprehensive financial plans. He also assisted with portfolio construction, investment management and reporting as well as establishing wealth protection and risk management strategies. Before that he worked as a principal coordinator at Capital One Investing where he helped clients with investment products and services tailored to their investment objectives.
He has a bachelor’s degree in finance from Western Washington University.
Daniel grew up in Renton. He now resides in Queen Anne with his boxer bred dog (whom he lovingly named Sea-Lo). In his free time, Daniel enjoys taking full advantage of living in the beautiful Pacific Northwest by hunting, fishing, skiing, golfing, gardening and cooking.