Ruth Torres, CRPC™
Wealth Strategies for Successful, Busy Professionals
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ONE Advisory Partners
Ruth Torres, CRPC™
San Antonio, TX
Serving Clients Nationwide
Wealth Strategies for Successful, Busy Professionals
Areas of Focus
- Financial Life Planning
- Investment Management
- Owning a Business
- Retirement Planning
- Taxes
About Ruth Torres, CRPC™
Hi, I'm Ruth Torres. I am a San Antonio native and I attended St. Mary's University receiving my Bachelors of Business Administration degree in "Corporate Finance, Financial Services and Risk Management". Prior to joining ONE Advisory Partners, I was a financial advisor for Merrill Lynch Wealth Management and one of the partners of the Bertuzzi-Torres Wealth Management Group. Prior to Merrill Lynch, I worked for one of the largest insurance companies in financial services for over 4 years.I grew up working with my parents in the family business alongside my 7 brothers and 4 sisters. Throughout the years, we have established and maintained great personal relationships with many local business owners, physicians and their practice, and leaders of San Antonio and their families.
I currently reside in San Antonio, Texas and I enjoy traveling, biking, hiking, trail running, live music and anything outdoors.
I truly believe in giving back to the community and I commit my time during the holidays participating in the nonprofit organization Meals on Wheels and I am part of the non-profit organization Ride for Reading that promotes literacy by delivering books via bicycle to children in low-income communities.
Professional Designations
- Chartered Retirement Planning Counselor (CRPC)
Primary Location
San Antonio, Texas
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Percentage of Assets Managed
What to expect in the first meeting
Many busy, successful professionals lack the time and/or interest in managing their complex financial lives. Take the first step to feeling confident you finally have a solid plan of action to achieve what we call your "work optional" status. Schedule an introductory call today by clicking the 'Book Intro Call' button above. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About ONE Advisory Partners
You are a professional with an overflowing plate of responsibilities and a desire to work on your terms. But your financial picture is a complicated one with many pieces.The worry gnaws at you that you might make mistakes or miss out on opportunities. Yet you just don't have the bandwidth to tackle your finances.
At ONE Advisory Partners, we take on the details of your wealth strategies so you can finally feel confident you have a solid plan of action to achieve your financial independence.
We are an independent Registered Investment Advisor based in Overland Park, KS, helping successful professionals who are too busy to manage their finances on their own. Our CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals average over 20 years of experience.
Savvy professionals who lack the time, expertise, and willingness for financial planning and are happy to delegate the responsibility to an experienced team of advisors. We are here to help you:
✔️ Feel confident that you have more time to live your life
✔️ Achieve a work-optional status in your career
✔️ Plan for other life-enhancing goals
Successful professionals have been delegating their wealth strategies to us for over 20 years. Our team of financial, investment, and tax planners will collaborate on your behalf to implement your wealth strategies.
The majority of our clients include attorneys, physicians, dentists, veterinarians, corporate executives, and entrepreneurs.
Click the 'Book Intro Call' button above to schedule an introductory consultation. We look forward to speaking with you.
Education
Saint Mary's University of San Antonio, Bachelor's Degree
Hobbies and Interests
- Cycling
- Family
- Music
- Running
- Traveling
- Volunteering
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Gen X
- Intergenerational Families
- Living in Retirement
- Physicians
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