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Team

At Applied Financial Wisdon, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

Christopher Ruspi

Certified Financial Planner™, Chartered Market Technician

(301) 570-8006

The most important business relationship you will likely ever have is the one you have with your financial planner. This is because no other professional will likely have as big an impact on whether you achieve your financial goals....

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When you want service you want it quick, accurate, and friendly. On our team Glenn takes responsibility for 100% of the service requests. He has almost twenty years of experience providing client service. Some of the common service...

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As a client, sometimes you will be unsure who to call to get something done. It is a good idea to always call Susan first. Her main role is to be the communicator on our team so she will be able to put you in touch with the right...

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