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Investment Adviser Representative
Offices in Florida, New Hampshire & Missouri, North Carolina
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
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.
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)
Certified Financial Education Instructor (CFEI)
- 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)
The content contained herein is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services. Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value. Past performance is not a guarantee of future results and clients should not assume that future performance will be comparable to past performance.
Our Form ADV Part 2A firm disclosure document is available for review. View Form ADV Part 2A, call or email to request a copy. This document contains detailed information about Royal Fund Management, LLC and the services provided.