 Peggy M. Ruhlin, CPA/PFS CFP®
Peggy Ruhlin is a principal with Budros, Ruhlin & Roe, Inc. Her professional skill coupled with her ability to build strong client relationships has earned her the distinction of being one of America’s most distinguished women in wealth management.1
Accomplishments
- Consistently named one of the “Best Financial Advisers” in the U.S. by Worth magazine
- Appeared on the cover of Barron’s featuring America’s top financial planners
- Financial Planning magazine readers’ choice as one of the “Movers & Shakers” who have contributed the most to the profession and who are effectively shaping its future
- Featured on the ABC-TV News special, “Tremors on Wall Street” with Peter Jennings
- Named one of “The Nation's 100 Most Exclusive Wealth Advisors” by Robb Report
- Named one of the 150 best financial advisors for doctors on Medical Economics' list
- Inducted into the Ohio Foundation of Independent Colleges' Hall of Excellence
Credentials
- Certified Public Accountant, with Personal Financial Specialist accreditation
- CERTIFIED FINANCIAL PLANNER™ certificant
- B.A. in Business Administration from Otterbein College
Professional Affiliations
- Member of the Financial Planning Association (FPA)
- Member of the National Association of Personal Financial Advisors (NAPFA)
- Past Chair and President of the International Association for Financial Planning (IAFP)
- Member of the American Institute of Certified Public Accountants (AICPA)
- Member of the International Women’s Forum
- Member of the nationally recognized wealth management consortium, The Alpha Group
Community and Philanthropic Involvement
- Chair of the Investment Committee and Trustee of Otterbein College, Westerville, OH
- Former Trustee of the Foundation for Financial Planning, Atlanta, GA
- Member of Nationwide Children's Hospital TWIG 102
1“Women in Wealth,” Wealth Manager magazine, April, 2008
CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc.
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