Frank Ruffing
Investment Advisor & Planner (CFP)

Farragut Resources / CSM

Websites:

• http://www.farragut.us.com

Consulting Families and Business on Investment Management and Retirement Income Planning for more than a dozen years. Prior to that 12 years managing closely held businesses. Independent and Objective, with transparent fees and sterling integrity.

Putting order and discipline to what for many is an unorganized or unclear endeavor. Creating the resources to provide for a dignified retirement for business principals and their employees.

Introductions to like-minded professionals, typically stewards of investment portfolios in the $500K to $5 Million range. We often find Improvements in Investment Expenses, Tax Efficiency, and most importantly Risk Management. For a given level of risk, you should be fairly compensated.

CERTIFIED FINANCIAL PLANNER

MBA International Management - AGSIM / Thunderbird

BA Econ. - Univ. Wisconsin / Madison

Founded Farragut in the Fall of 2007.

Five and a half years as Wealth Management Advisor with Merrill Lynch & Co. - Washington, DC

Five and a half years as Financial Advisor with Prudential Securities, Inc. - Washington, DC

Director of Finance for a Global Wireless Provider - Bethesda, MD

Founder & President of an Industrial Distributor - NE Washington