Newport, RI 02840
Claudia Ruoti joined First Command Financial Services as a Financial Advisor in November 2003, bringing 15 years of financial industry experience to the position.
A graduate of Michigan State University with a Bachelor of Arts degree in Accounting, Claudia is a Certified Financial Planner professional, a Chartered Financial Consultant and a Chartered Life Underwriter. She holds Series 6, 63 and 65 securities licenses plus state life, health, property and casualty and annuities licenses in Rhode Island, Connecticut, Massachusetts, Florida, Georgia and Illinois. She is a member of the Financial Planning Association, the Financial Services Institute and the Newport County Chamber of Commerce.
Understanding that the single most powerful contributor to financial well-being is behavior, Claudia works closely with clients to develop personalized financial plans that reflect their values, address their priorities and support their goals. Each plan includes recommendations for specific fin
* Advisor information is provided in partnership with Yext