Carlos Ruiz
Advisor at Origin Investment Advisory LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Origin Investment Advisory LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
I’m Carlos Ruiz, founder of Pivot Wealth Advisors based in Boise, Idaho.
I was raised by my great-grandmother—a woman who never had a bank account and couldn’t read or write, but somehow understood money better than anyone I’ve ever met. She taught me that true wealth isn’t about chasing more—it’s about using what you have to build freedom, stability, and impact. That wisdom shapes everything I do today.
Most advisors start with investments. I start with strategy.
My clients are often navigating the complexities of success: higher income, higher taxes, and bigger decisions. I help cut through the noise and simplify the financial side of life—lowering your tax bill, aligning your income and investments with your values, and creating a plan that gives you options. Not just for retirement—but for right now.
As a CERTIFIED FINANCIAL PLANNER™ professional and an Air Force Reservist, I bring discipline, clarity, and forward-thinking strategy to every plan—so you’re never scrambling, always prepared.
I serve clients across Boise, Meridian, Nampa, and virtually throughout the U.S. My planning process is practical, personal, and built for real life.
Everything I do—both in my work and in my own life—is for my wife and our kids. They remind me that the most important kind of wealth isn’t measured in dollars, but in time, peace, and purpose.
If that’s what you’re after, I’d love to connect.
Flat: $5K to $15K
Hourly: $300
Origin Investment Advisory LLC
2025 - Present (1 year)
Zero DAy Capital Enterprises LLC
2025 - 2025 (1 year)
Pivot Wealth Advisors, LLC
2024 - Present (2 years)
Facet Wealth, Inc.
2021 - 2024 (3 years)
Facet Wealth
2021 - 2024 (3 years)
Financial Pathway Advisors LLC
2020 - 2021 (1 year)
Financial Pathway Advisors, LLC
2020 - 2021 (1 year)
Wechter Feldman Wealth Management, Inc.
2018 - 2019 (1 year)
Wechter Feldman Wealth Management, Inc.
2017 - 2019 (2 years)
William Paterson University
2016 - 2017 (1 year)
Student
2015 - 2016 (1 year)
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