Jerel Ruttenberg

Jerel Ruttenberg

Special Needs Planner

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

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.


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