Peterson Wealth Advisors
Skip to main content
Daniel M. Ruske

Daniel M. Ruske

CFP®

Partner & Senior Advisor

daniel@petersonwealth.com
Education
Utah Valley University, B.S. and M.S. in Financial Planning
Fun Fact
His family celebrates Canadian Thanksgiving in October and Canada Day on July 1st because his wife is from Canada.

Meet Daniel

A short introduction, in their own words.

Hello, I’m Daniel, and I’ve had the pleasure of serving with Peterson Wealth Advisors for nearly seven years. I’ve been hooked on personal finance since high school, when I took a finance course that taught me about compound interest. From there, I was in love! And I’ve always been the type of person who enjoys knowing all the “rules” and making the most of them, so financial planning was a natural fit.

But what really gave me the confidence I needed to pursue a career as a financial planner was my LDS mission to Ghana. The communication skills and comfort with people I developed over this experience have served me well. Now, more than anything, I enjoy helping clients feel comfortable with their finances and giving them the relief and certainty they need when they’re worried. Telling clients, “YES,‌ you have enough saved to last your whole retirement…and here’s how we’ll make it work,” is one of my favorite experiences.

My favorite client story

We’ve helped so many clients navigate the worries of retirement, it’s hard to pick just one. They come to us not knowing what to do about Social Security, Medicare, pensions, investments, everything. We take all these questions and worries and make an easy-to-follow plan that provides them income for the rest of their lives. We also helped dozens of seniors embark on missions that changed their lives and the lives of countless others.

I live in Vineyard with my wife, Briana, and our three children, Levi, Evelyn, and Tate. Briana and I enjoy evening walks after the kids are asleep, watching movies, going out to eat, and singing in the ward choir. We also have season tickets to the Ruth and BYU Football. Our kids love all things Disney and swimming in our in-laws’ pool.

A few questions

What would you want a prospective client to know about Peterson Wealth Advisors?
I would like each prospective client to understand the investment approach we take. We are not day traders, nor do we try to time the market. We use a proven diversified portfolio approach to grow accounts over time. We are also not limited to using specific funds nor are we compensated for funds we select. This allows us to choose the lowest cost and best performing investments for our clients.
It would also be helpful to know that Peterson Wealth Advisors specializes in helping individuals and families in and approaching retirement. Financial planning for retirees is our expertise.
What do you enjoy most about working with clients?
Every client has a unique situation consisting of different goals, dreams, and income desires. It is challenging yet rewarding to take each individual’s different situation and develop the best plan to help guide them through retirement.

Ready for a conversation?

Schedule a complimentary Retirement Income Strategy session with one of our advisors.

Schedule a Call