Ruthie Impastato 1
    Associate Financial Life Advisor

    Ruthie Impastato

    rimpastato@telemus.com
    Favorite candy: Ritter Sport Dark Chocolate with Marzipan

    Ruthie, a recent Finance graduate from Wayne State University, joined Telemus in January 2023 as an Associate Support Specialist. In her previous role, she provided valuable support to our financial advisory, insurance, and family office teams, all with the focus of helping clients achieve their financial goals.

     

    Leveraging her strong foundation in finance and her dedication to client service, Ruthie has transitioned into the role of Associate Financial Life Advisor. In this new role, she assists advisors by preparing and reviewing client performance reports, synthesizing client or prospect data to develop customized financial plans, and developing financial life management proposals for prospective clients. Ruthie also monitors clients' asset allocation and rebalancing of portfolios, assists clients with market and stock research, and participates in client meetings by actively listening to client needs to assist in the development of comprehensive wealth management programs.

     

    Ruthie's commitment to professional development is further evidenced by her recent successful completion of the Series 65 exam.

     

    In her free time, Ruthie enjoys cooking, scrapbooking, and listening to paleontology podcasts.

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