Genesis Ruiz

Wealth Management Administrative Assistant

Genesis is a professional with deep roots in Southern California, currently residing in Orange County. She holds a bachelor’s degree in Business Administration from California Polytechnic University, Pomona. With a wealth of experience in the finance industry, Genesis cultivated a strong commitment to assisting individuals daily.

Genesis eagerly anticipates the opportunity to establish valuable client relationships and guide families throughout their financial planning journeys. Beyond her professional pursuits, Genesis is passionate about attending concerts, relaxing by the beach, participating in fitness classes, and consistently investing in her personal health and well-being. She is also an avid traveler, having explored more than 10 countries, with El Salvador ranking as a particular favorite.