Broker Check

Jeffrey K. Ruffing, CFP®

At my firm, your goals and objectives are the top priority.

My reasons for becoming a CERTIFIED FINANCIAL PLANNER™ professional are deeply personal. I really enjoy working with people and many friends and family ask for my help mapping out their financial future. I am confident that with my understanding of personal finance, coupled with many years working as a financial professional, helps my clients to better prepare for the future. Along with the financial planning I do, I also educate my clients so they can grasp personal finance and use those concepts to pursue their financial objectives. I love to come to work every day and work for my clients.  They are counting on me and that is always on my mind.


Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.

My experience in financial services can help you address your needs today and for many years to come. I look forward to working with you.

I grew up in Penn Hills, PA and currently live in Plum Borough, PA. I am an active member of Monroeville Assembly of God and currently attend The Fold worship site located in Penn Hills.  I have three sons named Jeffrey, Michael and James. I enjoy spending time with family and cats, listening to music, watching sports and playing golf.

My Bachelor’s degree is from Indiana University of PA. I worked successfully as a financial advisor with Ameriprise Financial and MetLife Premier Client Group before joining the independent advisors at Mosaic Wealth Consulting in 2015. My office is located at the Jonnet Building in Monroeville, PA. I maintain a Series 7 and Series 66 securities registrations as well as life, accident, health and long-term care insurance licenses. Most important is that I am a CERTIFIED FINANCIAL PLANNER™ professional.