Your financial decisions are interconnected. We bring investments, retirement, cash flow, risk management, tax-aware planning and legacy considerations together within one coordinated strategy.
Services are personalized according to your goals, circumstances and the scope of our engagement.
Rurup Wealth Management, Inc. and LPL Financial do not provide tax advice. Tax-related strategies are evaluated in coordination with your qualified tax professional.
Rurup Wealth Management, Inc. and LPL Financial do not provide legal advice or prepare legal documents. We work with your qualified legal professionals to help coordinate your financial and estate-planning objectives.
Not every client needs every service. Together, we identify the areas that matter most to you and develop a scope of work appropriate for your goals and financial circumstances.
Rurup Wealth Management, Inc. 910 15th Street, San Diego, CA 92154 Office: 619-759-6496 (voice & text) *Text messaging is available through MyRepChat, an LPL Financial-approved messaging platform. Fax: 619-566-3686 lili@rurupwealthmanagement.com
Liliana Rurup, MBA, CFP®, State of Domicile: CA , 910 15th Street, San Diego, CA 92154
CA Insurance Lic# 0L91516
LPL Financial Insurance Lic# 0518721
LPLIA Lic# 0B91442
CFP® Certification and Background Check
Do not sell or share my personal information
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA), suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
Liliana Rurup is a registered representative with, and securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. LPL Financial and Rurup Wealth Management, Inc. are separate entities.
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Model Wealth Portfolios (MWP) are offered through LPL Financial, a registered investment advisor. There is no assurance that Model Wealth Portfolio accounts are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to affect some of the strategies. Investing involves risks including possible loss of principal.
*Text messaging is available through MyRepChat, an LPL Financial-approved messaging platform. Information obtained as part of SMS consent will not be shared with third parties or affiliates. If you have consented to receive text messages from Rurup Wealth Management, Inc., you may receive texts regarding your account, transaction alerts, or important updates related to our services. Message rates may apply, and messaging frequency may vary. You may opt out at any time by texting STOP.
Rurup Wealth Management, Inc. cannot act upon, and will not accept, any time-sensitive electronic messages, such as transaction orders and fund transfer instructions. Also, for your protection, please do not send any identifying information, such as account numbers or social security numbers, through the internet.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.