Broker Check

Our Founder

Hugh Ruggieri
Founder | January 1, 1947–September 9, 2020

Hugh Ruggieri had a driving desire to build a financial company that would focus on the most beneficial ways to serve each client. Hugh spent years working in the industry and recognized that clients couldn't get what they needed most in retirement planning from the limited investment products available from one just company. So in 2007, Ruggieri Financial & Insurance Services was incorporated, and the doors opened in January 2008.

Hugh's vision was to bring together like-minded financial professionals that could guide clients into a worry-free retirement, including; CPAs, estate lawyers, Medicare specialists, health insurance, real estate, and funeral planning. His goal was to present each client with the best investments and products for their situation.

Most importantly, Hugh wanted to build a team that held the same values and passions as him—honesty, integrity, and trustworthiness. Even after Hugh's death, the firm remains well-grounded, continuing to bring his core vision, mission, and values to life – welcoming every client as a member of the family.

According to long-time clients, Hugh was honest and straightforward and proudly wore the motto "I would not put your money anywhere I would not put mine."

In 2011 Hugh earned the American Equity Investment Life Insurance Company's prestigious distinction: The Noble Achievement Award, which recognizes exemplary service, commitment to success, and a dedication to American' Equity's core values.

Hugh was a native of southern California and a veteran. He was an active member of the Hemet CA community and spent 15+ years as the Vice President of Hemet youth baseball as well as a Little League coach. Hough was a devoted family man who served as a pillar of strength for others. He will be missed in the office, but the team remains strong and will always be there for you and always offer the best investment possible for you.

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