Peggy Ruhlin, CPA, CFP庐

Coalition for the Common Good
Peggy Ruhlin has been recognized as one of America鈥檚 most distinguished women in wealth management, and was the recipient of the 2017 Alexandra Armstrong Award for lifetime achievement. Peggy is a Certified Public Accountant with a Personal Financial Specialist accreditation, and a CERTIFIED FINANCIAL PLANNER鈩 certificant. She earned a Bachelor of Arts degree in Business Administration from 9i果冻制作厂and received its Alumni Association鈥檚 Special Achievement Award in 2009. She was Otterbein鈥檚 commencement speaker in 2022, at which she was awarded an Honorary Doctor of Humane Letters degree. She is a trustee emerita of 9i果冻制作厂, having previously served as a trustee (2001-2014), and chair of the Investment Committee.
Peggy is a founder and former Chair of the Board of Directors of Budros, Ruhlin & Roe. She was its Chief Executive Officer from 2000 to 2019. Under Peggy鈥檚 leadership, Budros, Ruhlin & Roe won the 2011 Schwab Impact Awards庐 Best in Business award.
She was named one of the 鈥20 Most Influential Women to Watch in 2016鈥 by Investment News, one of the Top 25 Women RIAs in 2016 by WealthManagement.com, and one of the Financial Times Top 100 Women Advisers in 2014. Smart Business News selected her as one of the inaugural Columbus Smart 50 CEOs in 2014.
She is the author of Wealth is Women鈥檚 Work: How women can make a long-term impact with a career in wealth management, published by Forbes|Advantage in 2023.
Peggy served (2015-2018) on the Board of Directors of the Certified Financial Planner Board of Standards, the Schwab Advisor Services Advisory Board (2014-2016), and the Foundation for Financial Planning.