John Paul Ruiz
John Paul Ruiz is the creator of the IRA Academy, a preparatory course for the CISP designation exam approved by the American Bankers Association. The IRA Academy is a week-long training program available for all financial institutions in the retirement space. With his background on retirement plan education, he is responsible for The Entrust Group’s on-going internal retirement plans training program.
He is a featured speaker at numerous events and webinars educating not only retirement professionals but also retirement plan investors. To complement his extensive career within the retirement and financial industries, John Paul holds QKA and CISP certifications. He provides the company with expertise in retirement plan tax law, retirement plan operations, IRS rules and regulations, and institutional relationships. His experience offers valuable insights on the retirement industry to help better serve our clients.