Ruthanne Monteleone, CFP®

Meet Ruthanne

Welcome! I’m Ruthanne Monteleone, a Certified Financial Planner® professional passionate about helping individuals and families achieve their financial goals. I bring a unique blend of fresh energy and over a decade of experience in financial planning.

My career is dedicated to making personal finance clear and manageable. I focus on building deep, personal connections, ensuring you are not just another portfolio, but a partner in crafting your financial future.

As a former single mom, I faced many financial challenges, which fueled my passion and led me to become a Certified Financial Planner®. This certification reflects my commitment to the highest standards of integrity, expertise, and ethics.

I specialize in working with individuals and families to manage and grow their assets, especially those going through life transitions like divorce or widowhood. I also guide clients through all phases of retirement planning and complex executive bonus plans, both during their careers and into retirement.

Together, we’ll create a financial plan that meets your current needs and supports your future goals. I’m excited to help make your financial dreams a reality and celebrate your milestones together!

Ruthanne lives in Downingtown, PA with her husband Joe, son Dom and Daughter Annie. In her free time, Ruthanne enjoys playing tennis, gardening and fixing things around the house.

Certifications and Licenses

• Series 7 General Securities Representative
• Series 63 Uniform State Law
• Series 65 Investment Advisor Representative
• Certified Financial Planner®
• Life, Accident and Health Insurance Licensed in PA, CA, DE, LA, MA, NJ & TX
• FINRA Securities Licensed in the following states: PA, DE, FL, MA, MD, NJ, OR, SC, AZ, CA, LA, NY, TN, TX, WI
• Ruthanne was recognized as a 2024 VISTA Millennial Superstar, honoring 40 under 40 of Chester County’s most dynamic business and professional leaders who are shaping the county’s future.^***
• Five Star Wealth Manager Award Winner**

** To receive the Five Star Wealth Manager award, individuals must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients. Recipients are identified through research conducted by industry peers and firms. Third-party rankings and recognitions from rating services or publications are not indicative of past or future investment performance. For more information, go to www.fivestarprofessional.com.