Daniel Ruske CFP®
Daniel is an Associate Financial Planner at Peterson Wealth Advisors. He holds a bachelor’s degree in Financial Planning with a minor in Business Management from Utah Valley University. His passion for financial planning began growing in high school when he first took a personal finance class. In March 2019 Daniel successfully passed the Certified Financial Planner™ designation exam and is working to complete the other requirements before being able to use the title. Daniel grew up in South Jordan, Utah, and currently lives in Orem with his wife Briana. In his free time, he enjoys watching movies, cheering for the Utah Jazz, and traveling.
What would you want a prospective client to know about Peterson Wealth Advisors?
I think each prospective client should understand the investment approach we take. We are not day traders, nor are we trying to time the market. We use a proven diversified portfolio approach to grow accounts over time. We are also not limited to using specific funds nor are we compensated for funds we select. This makes it very easy to choose the lowest cost and the best performing funds. It would also be helpful to know that Peterson Wealth Advisors specializes in helping individuals and families approaching and in retirement. With the average age of our clients being 67, I can honestly say planning for retirees is our expertise.
What do you enjoy most about working with clients?
Every client has a unique situation consisting of different goals, dreams, and income desires. It is challenging yet rewarding to take each individual’s different situation and develop the best plan to help guide them through retirement.