Broker Check

About Me

Mitch Ruibal

(619) 550-4631

mitch.ruibal@lpl.com

I grew up in Dallas and got a degree in Economics from Trinity University in San Antonio. In the space of 3 months, I graduated college, got married, and moved to San Diego to  start a full commission job with First Investors (now Foresters). It was a fairly naïve decision but 19years and two kids later, here we are! I have a beautiful wife and two amazing  kids and my work with LPL Financial provides the flexibility to watch them grow.

I pride myself on being attentive to the needs of my clients. I get very uncomfortable when I leave an email unanswered or a phone call unreturned for more than a few hours. My  aim is to learn as much as possible about not only the financial aspects of my clients’ lives, but also their hopes and dreams and fears. It is in the this way that I can develop the    appropriate, personalized financial plan.

My ideal client is open minded, willing to listen to my ideas, has a great rapport with me, and has a belief in the plan, rather than the returns (which are definitely important!)

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.