Michael Ruggieri

Financial Advisor / Chief Compliance Officer

Michael Ruggieri is the Chief Compliance Officer for the Capital Advisory Group. Since The Capital Advisory Group joined United Planners, Mike had been Brett’s Home office Supervisor and has become a trusted advisor to our company. Michael has been with United Planners since 2014. Prior to that, Michael worked as Faculty as an Educator for University of Phoenix, as well as being a Regional Supervision Analyst for AIG Group, SagePoint Financial and Royal Alliance Securities. His work experience also includes several years working for the Vanguard Group and working as an alternative investment analyst with Charles Schwab. Michael lives in the Phoenix Arizona area and in his free time loves spending time with his family and enjoying the outdoors.

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