Mario A. Ruiz
Partner, Wealth Advisor
Mario A. Ruiz joined Oak Partners, Inc. shortly after graduating from Purdue University in 1996. He was instrumental in helping the other founders (Fred and Marc) grow Oak Partners, Inc. from the ground floor. Mario grew up in Northwest Indiana and attended Andrean High School.
Mario is a second-generation financial advisor and a managing partner at Oak Partners, Inc. Mario is one of the founders of the Wealth Management Group and remains as a team leader with the Wealth Management Group.
Mario is an Investment Advisor Representative of LPL Financial, an independent broker/dealer. Mario has been recognized by LPL Financial since 2003 with an invitation to their annual National Conference for their top advisors based on overall production.
Mario holds the Accredited Investment Fiduciary AIF ® designation and believes the Fiduciary standard is truly the cornerstone of the investment advisory industry as it aligns the objectives of the client and advisor. Mario holds registrations as a General Securities Representative, Life & Health Insurance Licensed. He has obtained security registrations Series 7(General Securities), Series 63 (State Law) and Series 65 (Investment Advisory) held through LPL Financial. He specializes in helping individuals prepare for their financial goals, mainly retirement, by introducing them to the appropriate investment concepts and strategies. He enjoys working in the Financial Planning Industry and believes that educating his clients and helping them make sense of the complicated world of investing. He looks forward to a long career of establishing and nurturing relationships of mutual trust and respect with his clientele.
Mario lives in Valparaiso and enjoys spending time with family, boating, bicycling and traveling.