Technology Solutions Firm Rutherford Asset Planning Inc.

Description

Curious about how Rutherford Asset Planning, Inc. can support your business with expert software development? We’re excited to collaborate and bring your vision to reality!

Our Advisory Team is made up of highly educated and credentialed experts in comprehensive financial planning, investments, and tax and estate law. We believe a love of learning is essential to success and keep up with ever changing laws and financial strategies through many hours of professional education every year. _x000D_
_x000D_
Ronald K. Rutherford, Principal_x000D_
Ron founded Rutherford Asset Planning in 1986 after a career at I.B.M managing strategic and financial planning for software products for the Americas and Far East countries. He earned an M.B.A. at New York University and a B.S. and M.S. in Engineering at the University of Oklahoma. He is a Certified Financial Planner (CFP) and a Certified Investment Management Analyst (CIMA)._x000D_
_x000D_
His book, The Complete Guide to Managing a Portfolio of Mutual Funds, published by McGraw-Hill, is endorsed by Dr. Harry M. Markowitz, 1990 Nobel Laureate in Economics: “This Guide may become a classic on the relationship between theory and practice.”Buy the book at Amazon.com._x000D_
_x000D_
He is a member of a number of professional and industry societies including the Certified Financial Planning Board of Standards (CFBOS), Investment Management Consultants Association (IMCA), and the National Association of Personal Financial Advisors (NAPFA)He made major contributions to various financial planning organizations and charities, such as being Co-Chairperson of the NAPFA 2005 National Conference and the 1999 Northeast Regional Conference, Chairperson of the Committee on Planned Giving of the Cancer Alliance of Naples, Florida and as officer and director of the New York Metro Chapter of the Institute of Certified Financial Planners (ICFP)._x000D_
_x000D_
He has been listed by Worth magazine as one of the top financial advisors in the nation and was listed by the Worth/Robb Report as one of the Top 100 Financial Advisors in the United States. Widely quoted in the financial press, he has appeared frequently on national television to discuss financial topics and is a sought-after speaker at conferences for financial planners. _x000D_
_x000D_
_x000D_
Suzette B. Rutherford, Principal_x000D_
An attorney admitted to the bar to practice law in five states (New York, New Jersey, Connecticut, Pennsylvania and Florida) and a Certified Financial Planner with expertise in tax and estate planning, Suzzette co-founded Rutherford Asset Planning. Her work experience included management consulting for I.B.M. and large financial institutions, such as the Federal Reserve Bank of New York and the American International Group. Her extensive educational background includes a J.D. from Brooklyn Law School, an M.B.A. in Finance from New York University, an M.S. in Statistics(academic units) from the University of the Philippines and a B.S. in Physics, Magna Cum Laude, from the College of the Holy Spirit in the Philippines. _x000D_
_x000D_
She is a member of the American Bar Association (ABA), Collier County Women’s Bar Association and the bar associations of Florida and the State of New York She is a member of the Certified Financial Planner Board of Standards (CFPBOS), the Estate Planning Councils of Naples, Florida.She has been particularly active in the National Association of Personal Advisors (NAPFA) having served as the Co-Chairperson of their 2005 National Conference, Treasurer of the Northeast-Mid Atlantic Region, Chairperson of the National Membership Committee, Co-Chairperson of the 1999 Northeast-Mid Atlantic Regional Conference and as a member of the NAPFA Compensation Task Force._x000D_
_x000D_
She has been listed by Worth Magazine as one of the top financial advisors in the nation and was listed by the Worth/Robb Report as one of the Top 100 Financial Advisors in the United States.She is widely quoted in the financial press and has appeared on television to discuss financial and estate planning.

🏭 Industry: Software in New York - New York

🏛️ 5150 Tamiami Trail North Suite 204, nan, Naples, 34103, FL

🔗 https://www.rutherfordasset.com
👔 http://www.linkedin.com/company/rutherford-asset-planning

Note

While using our platform to contact advertisers, we encourage you to exercise caution and prudence. It's important to note that the platform does not guarantee or control user behavior. When interacting with advertisers, we advise you to:

- Verify the details provided in the ad before making any commitments.
- Be wary of any requests for personal or financial information and avoid sharing sensitive details unless necessary.
- Meet in a safe and public place if arranging in-person meetings.
- Trust your instincts and report any suspicious activity immediately.

Your safety and security are important to us. By remaining vigilant and exercising good judgment, you can help ensure a positive experience for yourself and other members of our community.