Jerel Ruttenberg

Jerel Ruttenberg

Special Needs Planner

Phone: (215) 640-3837
Fax: (215) 569-2680
E-mail:
 

Mr. Ruttenberg applies his personal and professional experiences to help clients achieve their goals. In addition to providing core retirement planning insurance and protection services, he has dedicated a part of his practice to planning for families with special needs children, a passion derived from his own family experiences.

As a Special Needs Financial Planner with the MetLife Center for Special Needs Planning, he assists families in planning for the financial future of their children or other dependents with special needs. This requires in depth knowledge of the federal laws as they pertain to government benefit eligibility, legal documents such as special needs trusts and guardianships, as well as financial considerations for providing quality lifetime care.

Mr. Ruttenberg received his B.B.A. in Marketing and his MBA in Industrial Management from Temple University in Philadelphia, Pennsylvania, and is currently acting as an adjunct professor of Economics and Finance at Community College of Philadelphia.

 

Annuity and insurance products offered through AXA Network, LLC. Insurance, annuities, and investment products are not FDIC insured, are not deposits or other obligations of or guaranteed by any bank, and are subject to investment risk, including possible loss of the principal invested. AXA Advisors and its affiliates are not affiliated with Firstrust Bank.


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Firstrust Financial Resources is not owned or operated by AXA Advisors, LLC or its affiliates.