- Financial Services
About Rey Cruz
As the owner of Cruz Investments & Wealth Management, founded in 1985, Rey Cruz is focused on helping clients work toward their retirement dreams through a well-thought-out strategy for retirement income.
As the creator of the “Cruzing Into Retirement™” System, Rey has been helping individuals and families prepare for and enjoy their ideal retirement since 1985. He believes clients need a professional who will be their financial partner — one who will provide written recommendations to reach each client’s desired retirement and financial goals and who has a team in place for communication and execution. Clients will find that at Cruz Investments & Wealth Management.
Rey is also a Certified Financial Planner (CFP®) and has a bachelor’s degree from Aurora University. He holds Series 6, 7, 24 and 63 securities licenses as well as life, health, long-term care and annuity insurance licenses in Illinois, Missouri, Wisconsin, Arizona and North Carolina.
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