Edward B. Ruotolo is the Founder of Tax Advantaged Strategies and a Roth Conversion Specialist dedicated to helping clients gain greater control over their financial future.
Edward works with individuals, families, and business owners to evaluate tax-efficient strategies, review existing plans, and identify opportunities that align financial resources with long-term goals.
His practice is built on trust, integrity, and referrals from satisfied clients who appreciate personalized service and straightforward guidance.
Professional Credentials
CLU® – Chartered Life Underwriter
CAA® – Certified Annuity Advisor
CAS® – Certified Annuity Specialist