Ruth Gretz, CFP®, CPA, PFS is a Wealth Advisor at MJP Wealth Advisors. She helps clients make informed financial decisions by combining deep tax and investment expertise with a straightforward, practical approach. Ruth provides objective investment guidance, personalized financial planning, and tailored strategies aligned with each client’s long-term goals. She works with affluent individuals and families, including business owners and senior executives.

Before joining MJP, Ruth spent nearly a decade as an Executive Director at RDM Financial Group, which was acquired by Hightower Advisors in 2017. There, she advised clients on investment portfolios and comprehensive financial planning strategies. Earlier in her career, Ruth led national tax compliance and consulting teams at Arthur Andersen and Deloitte, and also served as a financial advisor at Merrill Lynch. Her experience at Deloitte introduced her to integrated financial planning and investments, shaping the client-focused, holistic approach she brings to her work today.

Ruth earned a BBA in Accounting from the Ross School of Business at the University of Michigan. She is a CERTIFIED FINANCIAL PLANNER® profession, a CPA licensed in New York, and holds the AICPA Personal Financial Specialist (PFS) credential. She also holds a Connecticut Life, Health & Annuity Producer insurance license and previously held Series 7 and 63 securities licenses.

Active in both her professional and local communities, Ruth serves on the Investment Committee of the Connecticut Society of CPAs and is a member of the AICPA, CTCPA, and NYSSCPA. Outside the office, she enjoys spending time with family and pets, as well as sailing, golfing, and other outdoor activities.

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