Peggy Ruhlin, CPA/PFS, CFP®

Peggy Ruhlin is a principal with Budros Ruhlin & Roe. She is a Certified Public Accountant (accredited as a Personal Financial Specialist) and a CERTIFIED FINANCIAL PLANNER™ certificant.

Peggy serves as a trustee of Otterbein College, Westerville, Ohio, and of the Foundation for Financial Planning, headquartered in Atlanta, Georgia.

In 2004 Peggy was named one the The Nation's 100 Most Exclusive Wealth Advisors by the Robb Report. This followed six consecutive years (1997-2002) on Worth magazine's list of Best Financial Advisors in the U.S. In 1998, 2000 and 2004, she was included as one of the 120 best financial advisors for doctors on Medical Economics' exclusive list.

She has been a featured speaker at national conferences of both IAFP and NAPFA, and has been quoted in publications such as USA Today, The Wall Street Journal, The New York Times, Money, Fortune, and Forbes. She is a former personal financial columnist for Business First of Greater Columbus, and is currently a commentator for WOSU-AM.

Peggys credentials include:
B.A. in Business Administration from Otterbein College
Member of the Financial Planning association (FPA) and the National Association
  of Personal Financial Advisors (NAPFA)
Member of the American Institute of Certified Public Accountants (AICPA)
Member of the International Womens Forum
Member of the Ohio Society of Certified Public Accountants
Member of the nationally recognized wealth management consortium,
  The Alpha Group.

 
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