Ricardo Ludert is an experienced financial services professional who has special expertise in business, estate and international financial strategies. He has a unique perspective in helping clients with their personal financial planning, especially when they need to consider family or assets in another country.
Ricardo was a financial advisor for 10 years at Northwestern Mutual, the last three years of which he was Managing Director in the Coral Gables office. He launched Arven Financial in July 2014, as a General Manager for MassMutual, out of the desire to provide clients with more flexible options to meet their diverse needs.
Ricardo came from a B2B background, and was COO of a distribution company for six years before building his financial strategies practice. He understands the needs of business owners, and enjoys providing them with financial planning services, risk management, and helping them make wise decisions. He’s a strong believer in delivering exceptional service to clients, and wants every client to feel cared for and valued.
Ricardo is fluent in Spanish. He lives in Miami, Florida, with his wife, Giada, and two children, Giada and Andy. He enjoys golf and boating and is a supporter of St. Jude Children’s Research Hospital.
Area(s) of Focus
- Business Owners
- Insurance Strategies
- Investment Strategies