Mark Ruof

AWM, CFP®, CPFA®

Senior Vice President - Financial Advisor,
Senior Portfolio Director

Dedicated to helping achieve your financial goals

Welcome to my website

I help affluent individuals and their families achieve their financial goals by creating and implementing comprehensive wealth management strategies.

Global Insight Monthly

Big Tech's AI expansion: From investment to scalable returns

The AI Investment cycle still has more runway ahead, but the prospect of a narrative shift toward monetization, return on investment, and enterprise applications strengthens the case for diversifying both within and beyond Big Tech to capture a broader set of opportunities.

Take the next step

Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about my approach, I would love to hear from you. To set up a consultation, contact me.

Bulletin Board

May 10, 2022

Cyber security - Strategies for staying safe online
May 20, 2022

Social Security fundamentals
May 7, 2025

Trend & cycle roadmap
June 1, 2023

Global insight weekly

Latest Insights

What you can do to avoid tax surprises every year

Feb 23, 2026 | RBC Wealth Management

Tips to help prevent an unexpected bill during tax season—and strategies to consider if you receive one.

Mark Ruof is currently registered to conduct business with residents of the following states: AR, AZ, CA, CO, DC, DE, FL, GA, HI, IA, ID, IN, KY, MD, MI, MT, NC, NE, NJ, NM, NV, NY, OK, OR, TN, TX, UT, VA, WA, WI, WY. California Insurance License # 0A03820.

Mark Ruof, NMLS # 2010775 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

, and Mark Ruof, NMLS # 2010775 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

Read additional advisor disclosures.

Obtain more information about this financial advisor on FINRA's BrokerCheck website

Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested.

Contact information

Mark Ruof, AWM, CFP®, CPFA®

Senior Vice President - Financial Advisor,
Senior Portfolio Director

Phone: 559-250-0795
Cell: 559-250-0795

Cathy Elliott

Senior Client Associate

Phone: 559-447-8219
Cell: 559-981-9423

Address

Fresno
5250 North Palm Avenue, Suite 111
Fresno, CA 93704
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