Mario A. Ruiz

Mario A. Ruiz is a financial advisor with the Wealth Management Group of Oak Partners, Inc. in Valparaiso, Indiana. He joined Oak Partners shortly after graduating from Purdue University in 1996. The growing firm was led by his father, Fred, and brother, Marc.

Mario completed his securities licensing in 1996 and 1997, including the Series 7, Series 63, and Series 65 exams, as well as life and health insurance licensing. He is licensed in more than 30 states.

In 2004, Mario co-founded the Wealth Management Group with his longtime friend and associate, Jason Urbaniak. Their goal was to bring clients coordinated financial planning and investment management with personalized service. The firm has been recognized as a “Times” Best of the Region firm.

As the financial planning industry and clients’ needs evolved, Mario and the team expanded their fiduciary investment management services. Mario also earned the Accredited Investment Fiduciary® (AIF®) designation.

Mario carries on the family legacy alongside his son, William Ruiz, a third-generation advisor. Today, the Wealth Management Group of Oak Partners, Inc. is made up of six licensed advisors, including CFP® professional Stephen Kavois, and a dedicated support staff. The team provides financial and estate planning, along with fiduciary investment management, for individuals, families, and businesses working toward their financial goals.

Mario has lived in Valparaiso since 2005. He enjoys spending time with his family, bicycling, and traveling.