Professional advice by your side

Phil Rutterer, CFP®

Welcome to Rutterer Planning! I created Rutterer Planning as the financial planning firm that I would want to work with. A firm where clients could be assured that I was working in their best interest with no hidden sales or insurance commissions motivating the advice. A place where fees would not go to build a building with the company name on it and where the savings were passed on to clients. A financial partner that recognized the very families that most benefit from financial advice don’t have time to meet during regular M-F business hours.

I started in financial planning as a hobby, primarily working on my own financial plan for our family of four. My enjoyment combined with the recognition that many people did not share my same level of enthusiasm, led me to pursue further education and training to turn this into my full-time career. I want to share the benefits of financial planning - control of cash flow, identification and achievement of financial goals, and peace of mind - with those who could benefit from it most.

If any of what I’ve written connects with you, I encourage you to Schedule a Free Consultation to discuss your situation and for us to get to know each other better.

Credentials & Work Experience

CERTIFIED FINANCIAL PLANNER®

Former Financial Planner at a Registered Investment Advisor (RIA)

Former Investment Banker at Bank of America Merrill Lynch

Education

Vanderbilt University

MBA (Finance & Accounting)

Founder’s Award (Valedictorian)

Georgia Institute of Technology

BS (Industrial & Systems Engineering)

Highest Honor

(615) 488-5500

info@ruttererplanning.com