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Isaac Ruiz

Relationship Manager

Why I Go To Work Everyday?

I go to work every day because I have the opportunity to make a meaningful difference in people's lives. Helping clients and committees make decisions works towards providing financial security not only today, but throughout retirement.

How Did I Get Here?

I began my career in the retirement industry in 2025 as a Client Manager focused on retirement plan services before joining HUB in 2026 as a Relationship Manager.

Why I Care About This Industry?

This industry matters to me because the work we do has a lasting impact. The decisions made today shape the quality-of-life people will experience for years to come, and being part of that process is something I don't take lightly.

Who I Really Am . . .

A California native raised in Los Angeles, I relocated to Westfield, Indiana in 2023 with my wife. Outside of the office, I enjoy traveling and discovering hiking trails throughout the country.

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900 East 96th Street, Suite 125

Indianapolis, IN 46240

Contact Us Directly:

Phone: (317) 844-3256

Email: info@csiadvisoryservices.com

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Securities are offered through LPL Financial.  Member FINRA/SIPC.  Investment advisory services offered through Global Retirement Partners, LLC, an SEC registered investment advisor. Insurance services offered through HUB International. Global Retirement Partners and HUB International are not affiliated with LPL Financial.  

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: IN, IL, DE, OH, KY, FL, NJ, PA, MD. ME. VA, NC, CO, MS, IA, LA, WY, MO, GA, CA, TN, SC, TX, AZ, MA, MI, NY.

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