Peggy Ruhlin CPA/PFS, CFP®

Special Advisor and Masters Coach

Peggy Ruhlin is the retired Chair of the Board of Directors of Budros, Ruhlin & Roe. She was its Chief Executive Officer from 2000 to 2019 and led the firm in multiple capacities since joining in 1987.

About

Peggy is one of America’s most distinguished women in wealth management.

She received the Alexandra Armstrong Award for lifetime achievement, was named one of the “20 Most Influential Women to Watch in 2016” by Investment News, one of the Top 25 Women RIAs in 2016 by WealthManagement.com, and one of the Financial Times Top 100 Women Advisers in 2014. Smart Business News selected her as one of the inaugural Columbus Smart 50 CEOs in 2014.

Peggy is a Certified Public Accountant with a Personal Financial Specialist accreditation, and a CERTIFIED FINANCIAL PLANNER™ certificant.

Published Book

Wealth is Women’s Work

How Women Can Make a Long-Term Impact with a Career in Wealth Management

More women than ever before are the primary financial decision-makers in their households, but the number of women in wealth management careers continues to lag. In Wealth is Women’s Work, Peggy Ruhlin combines stories and statistics to dispel the myths, hesitations, and beliefs that keep women from pursuing careers as…

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