First Command Financial Advisor - Claudia Ruoti, CFP®

First Command's Financial Advisors in Newport, RI are committed to serving our Nation's military families in their pursuit of financial security. Keeping you financially squared away wherever life takes you.

William Nolan joined First Command Financial Services as a Financial Advisor in February 2013, following a 28-year career in the United States Navy. There, he attained the rank of Captain and served as a Commanding Officer of Sea Control Squadron Three Three, a Naval Aviation Squadron with 200 personnel and 8 S-3B Viking aircraft. He completed seven western pacific deployments during his career. A graduate of the United States Naval Academy with a Bachelor of Science degree in Mathematics and the Naval War College with a Master of Arts degree in National Security and Strategic Studies, William holds Series 7 and 66 securities licenses plus state life and health insurance licenses in Rhode Island, Massachusetts, Missouri, New Hampshire, Connecticut and Maine. He is a Certified Financial Planner. As a First Command Financial Advisor, William is committed to helping his clients pursue their financial goals and lifetime dreams by bringing sound financial knowledge and trustworthy advice to a lasting relationship with each individual and family he serves. William enjoys spending time with his family and friends. He is an avid volunteer in local youth sports, and enjoys golf, reading and jogging. First Command Financial Services was founded in 1958 by a retired Air Force officer for the specific purpose of improving the financial well-being of military professionals and their families. Today, more than 500 First Command Financial Advisors across the country and abroad, many of whom also served, are committed to the company’s Mission of “Coaching those who serve in their pursuit of financial security.”

Abraham Rosenberg is a dedicated financial advisor at Citizens Wealth Management, located in Newport, Rhode Island. He and his advisory team focus on creating comprehensive financial plans tailored to the unique needs and goals of each client, ensuring ongoing support as life circumstances evolve. Citizens Wealth Management emphasizes a collaborative approach, combining the expertise of certified financial planners and specialists to guide clients through their financial journeys. The firm also offers exclusive rewards and benefits, enhancing the overall client experience while helping individuals and families achieve their financial objectives. Generated from the website