René A. Ruiz

Chartered Financial Consultant

René began his financial services career with Mass Mutual Financial Group in 1987.  He later joined the Investment Management Company subsidiary of United Services Automobile Association (USAA) where he helped members with their mutual fund and individual securities investments.  Subsequently, René became an analyst for the newly created USAA High Net Worth team.  Toward the end of his 17 year career at USAA, René was involved with projects in support of USAA on the corporate level.  René began his investment advisory career in 2010 and joined Cambridge Investment Research in June of 2012.  He earned his Chartered Financial Consultant (ChFC) designation in 1994 and Certified Life Underwriter (CLU) designation in 1996.  René holds the General Securities Series 7 and 63 licenses.  René lives in San Antonio with his wife Sharon and his 3 furry children.