John McHugh, CFP<sup>&reg;</sup> - Financial Advisor

John McHugh, CFP®

CPA, CAP®

Partner | Wealth Advisor

CI Budros Ruhlin Roe

1801 Watermark Dr, Ste 300
Columbus, OH 43215
FINANCIAL ADVISOR'S WEBSITE
(614) 485-6140

General

John McHugh is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at CI Budros Ruhlin Roe in Columbus, OH and the surrounding communities.

Financial Advisor Experience

John McHugh is a Wealth Advisor using his extensive experience to help CI Budros Ruhlin Roe clients discover, establish and achieve their financial goals since joining the firm in 1998. While proficient in all areas of wealth management, he specializes in multi-generational wealth transfers and philanthropic gifting strategies. John believes in making the most of every day and living out his favorite saying, Carpe Diem. This philosophy also transfers skillfully to his work with clients in encouraging them make the most of their retirement and achieve financial peace of mind. John is on the Finance Committee at LifeCare Alliance and a part of the Professional Advisors Group for The Catholic Foundation of Ohio. He is also active in the community with organizations like Flying Horse Farms and Meals on Wheels. John received his Bachelor of Science degree in Accounting from The Ohio State University.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Other - Chartered Advisor in Philanthropy CFP©

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Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Buying a Home, Career Change, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Getting Married, Identity Theft, Insurance, Life Planning, Retirement, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth, Special Needs, Personal Taxes, Women's Finances

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