STEP 1
Schedule A Call
We begin with a simple, no-pressure call to understand your goals, family priorities, and current financial situation.
STEP 2
Discover Your Needs
We’ll talk about what matters most to you, your family, goals, concerns, and begin shaping what financial confidence looks like in your world.
STEP 3
Build Your Custom Strategy
Together, we create a clear, step-by-step plan that fits your life, comfort level, and financial goals, whether that’s retirement, investing, or legacy planning.
STEP 4
Check In and Adjust as Life Changes
We don’t set it and forget it. With regular check-ins, I’ll help you adjust your plan as your life, career, and family evolve.
Hi! I'm James Ruwe
I was born and raised in Orange County, CA and today, I help families in our community make smart, personalized financial decisions with confidence.
Whether you’re preparing for retirement, building long-term wealth, or just starting to think about your family’s future, I’m here to help you create a customized financial strategy that aligns with your goals and values.
As a financial professional with New York Life, I have access to time-tested tools and resources to help you protect what matters most through life insurance, investment strategies, and legacy planning. And I do it all with a client-first mindset.
Let’s talk and explore how we can protect what matters and build what’s next, together.
James Ruwe is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 888 San Clemente Drive, Suite 250, Newport Beach, CA 92660, (818) 662-7500. In this regard, this communication is strictly intended for individuals residing in the states of CA, and TX. No offers may be made or accepted from any resident outside the specific states referenced.
James Ruwe
Registered Representative
Articles
Having control over your day-to-day finances
Money is personal, and emotional, but it doesn’t have to be scary. Understanding how your day-to-day finances and your emotions are connected can help you take more control of your financial situation.
Easy steps for starting a "surprise" fund
Surprises happen, and they can get very expensive. Whether you have a "surprise fund" already or not, these easy steps can help you feel secure and prepared for any future surprise expenses.
Budgeting for a non-budgeter
Budgeting doesn’t have to be a scary word. Take the fear out of budgeting with these simple tips, tricks, and ideas to help even a beginning budgeter get started.
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