Ruth L. Gretz is a member of the Financial Planning Group, the Investment Committee, and oversees the RDM client portal technology at RDM Financial Group. Prior to joining RDM, Ruth had close to 20 years of experience providing tax, financial planning and compliance solutions to wealthy individuals and their businesses, including family offices, C-Suite executives and investment firms (including hedge funds and private equity funds), as well as mid-tier firms. She has held a variety of positions with some of the world’s leading accounting firms, including Arthur Andersen, Deloitte and as a financial advisor in the financial services industry at Merrill Lynch. At RDM, Ruth leverages her broad knowledge of tax, financial planning and investments to manage the financial planning process in order to create and deliver customized financial plans, investment management and other financial solutions for our clients including trustee and business valuation services.
Ruth is a Certified Public Accountant (CPA), a Personal Financial Specialist TM (PFS) with the AICPA, and a Certified Financial Planner TM (CFP®). She earned her Bachelor of Business Administration degree in Accounting from the University of Michigan’s Ross School of Business. She is a member of the American Institute of CPA’s (AICPA), the Connecticut Society of CPA’s (CTCPA), the New York State Society of CPAs (NYSSCPA), and the Financial Planning Association (FPA). Ruth also holds the Series 7 and 63 licenses.