Ruth L. Gretz, CPA*, PFS, CFP^®

Ruth L. Gretz has been with RDM Financial Group since 2016. Ms. Gretz works directly with her clients daily offering investment /portfolio management advice, guidance and objective, personalized strategies, and comprehensive financial planning across the spectrum of wealth management. Her clients include affluent individuals, families, and successful business enterprises.

Prior to joining RDM, Ms. Gretz worked as a tax director overseeing national tax compliance and consulting teams for some of the world’s leading accounting firms, including Arthur Andersen, Deloitte and as a financial advisor at Merrill Lynch. Ms. Gretz has comprehensive experience in providing tax and financial planning 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.

Ms. Gretz is a Certified Public Accountant (CPA)*, a CERTIFIED FINANCIAL PLANNER^® professional, a Personal Financial Specialist™ (PFS) with the AICPA, and holds the FINRA Series 7 and 63 licenses and the CT Life, Health, & Annuity Insurance Producer license. She earned her Bachelor of Business Administration degree in Accounting from the University of Michigan’s Ross School of Business. Ms. Gretz currently serves on the Advisory Council (Member-at-Large) and the Investment Committee for the Connecticut Society of CPAs. She is also 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).

*Licensed not practicing at RDM Financial Group Hightower.