Rey Cruz

Certified Financial Planner, Founder of Cruz Investments & Wealth Management

"

Rey Cruz is focused on helping clients work toward their retirement dreams through a well-thought-out strategy for retirement income.

"
rey-cruz
SPEAKING TOPICS
  • 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.

Request Availability for

Rey Cruz

Rey Cruz Reviews