
Ruben Hernandez, AIF, CPFA
Retirement Plan Advisor
Background
As a Retirement Plan Advisor, Ruben enjoys educating both employers and employees about their Retirement Plan as well as other financial topics important to their planning. He earned his Bachelor’s Degree from California State University, Fresno in Education. Ruben’s background in Education is an asset to his clients as he is able to make a complicated topic, like 401(k)s, 403(b)s and other financial tools easy to understand. He teaches that small changes in spending habits today can make a huge impact later in life. Ruben is fluent in Spanish and offers his retirement planning knowledge to the Spanish-speaking community.
Ruben has earned the following designations – Certified Plan Fiduciary Advisor (CPFA®) and the Accredited Investment Fiduciary (AIF®).
When not working, you will find Ruben enjoying his time with his Wife and three daughters.
Areas of focus
- Employee Financial Education
- Employee Financial Wellness
- Employee Retirement Plans
- Executive Benefits
- Fiduciary Services
- Life, Disability and Long-Term Care Insurance
- Wealth Management
Get in touch with Ruben Hernandez, AIF, CPFA
Sacramento, CA · 831-759-6384