Meet Rey Cruz

As the owner of Cruz Investments & Wealth Management, Rey Cruz is focused on helping clients work toward their retirement dreams through a wel-thought-out strategy for retirement income.
As the creator of the "Cruzing into Retirement™" System, Rey has been helping individuals and families prepare for and enjoy their ideal retirement since 1985. He believes clients ned a professional who will be their financial partner — one who will provide written recommendations to reach each client's desired retirement and financial goals and who has a team in place for communication and execution. Clients will find all of that at Cruz Investments & Wealth Management.
Rey holds the CERTIFIED FINANCIAL PLANNER (CFP®) professional designation and has a bachelor's degree from Aurora University. He holds Series 6, 7, 24 and 63 securities registrations as well as life, health, long-term-care and annuity insurance licenses in Illinois, Missouri, Wisconsin, Arizona and North Carolina.