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Cal Rutledge
Investment Adviser Representative
OFFICE: 1.800.932.0857

MOBILE: 573.776.5623

TOLL-FREE: 800.932.0857

FAX: 888.224.5473


SERVICE AREA:
Florida, Missouri, Massachusetts, New Hampshire
OFFICE LOCATION
Offices in Florida, New Hampshire & Missouri, North Carolina


HOURS
By Appointment
CONNECT WITH ME:
Welcome

Rutledge Financial is an independent Investment Advisory Representative serving Florida, Missouri, New Hampshire and surrounding communities while providing financial planning and third-party asset management. Our mission is to provide the families and businesses we serve with innovative financial strategies, solutions, and planning that result in financial clarity, security, and overall financial health. Making strong commitments to our clients and building life-long relationships are tenets of success at Rutledge Financial.

Rutledge Financial provides investors custom tailored investment strategies to meet short and long-term needs. We provide full transparency in the form of separately managed accounts through our partnerships with third party money managers. Our goal at Rutledge Financial is to help our clients realize their financial dreams by offering creative solutions through an open and transparent process utilizing both financial and insurance* solutions to achieve financial independence. As a fiduciary, Rutledge Financial is legally obligated to put our client’s interests first.

At Rutledge Financial, we empower you to safely navigate today’s complex financial world. We customize a plan to fit your individual and family needs, as well as the needs of your small or large business.

Areas of Focus

Asset Planning
Retirement Planning
Income Planning
IRA/401K Planning

Interests & Community Participation

Cal is an avid sports fan and loves coaching children. In addition to coaching baseball, softball, basketball and volleyball for his grandchildren. He volunteers to coach children at risk.

Experience

Charter Member: "Fellowship of Fiduciary Education" (FOFED.com)

Lifetime Member: National Institute Estate Planners

Master of Estate Preservation - Designation Through The Estate Plan

Registered Financial Consulant (RFC)

 

Education
  • Bachelor of Science Degree - Arkansas College
  • Series 65 (Uniform Investor Advisor Law)
  • Series 63 (Uniform Securities/Blue Sky Laws
  • ChFEBC (Chartered Federal Employee Benefits Consultant)

 

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