I, Patti Ruiz, am the founder of Inspired Financial Strategies LLC. I am recognized in my community and in the industry as a leader who deeply understands the goals and needs of my clients. As an Independent financial advisor with over 30 years in the financial services industry, I specialize in working with clients to create plans and a vision to reach their retirement aspirations, while assisting to help ensure their families are well protected financially throughout their lives. Further, I have extensive knowledge and personal experience with Long-Term Care.
I am devoted to guiding my clients’ plans for their future using customized effective financial strategies
For more than 30 years I have worked with individuals and families through every stage in their financial lives. Over the years I have seen that one of the biggest transitions for people is moving from accumulating assets to starting to use their money in retirement. I’ve developed income stream strategies to help my clients effectively navigate this financial turning point with more ease. I delight in educating and motivating my clients to achieve their goals.
I have spoken nationally on the importance of ethical practices and other industry topics to financial professionals.
I have been told I am a valuable contributor to my community, serving as a member of the Rotary Club Gwinnett Sunrise and on the board of a charitable foundation program as well as volunteering within her local church.
I am married to my husband, Keith of 35+ years. We have 3 adult independent children and live in Snellville, Georgia.