Exit Planning Institute - Find a CEPA

Meet Jeff Ruderman:

Jeff Ruderman is a wealth strategist for Capital Group Private Client Services. He joined Capital Group in 2011as a senior client relationship specialist, prior to joining Capital Group he spent over five years as an assistant vice president, senior private client associate with Bernstein Global Wealth Management. As a member of the Wealth Advisory Group, Jeff provides advice on various wealth planning topics, specializing in the areas of wealth transfer, charitable planning and working with private business owners.

Jeff earned a BA with Honors in International Finance and Marketing from the University of Miami and also studied International Business at the Hogeschool voor Economische Studies in Amsterdam. He holds a professional designation in personal financial planning from the University of Georgia and is a CFP®.

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Meet Jeff Ruderman:

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