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Alexis Ruddock, MSCTA, MLO, PSA

Ruddock, MSCTA, MLO, PSA, Alexis

 

Member profile details

Organization
Wealth and Legacy Builder, LLC
First name
Alexis
Last name
Ruddock, MSCTA, MLO, PSA
Phone
714-659-4476
Description
Tax Strategy Advisory Services, Mortgage Lending, Investment Advisory
Organization Name
Wealth and Legacy Builder, LLC
Contact Name
Alexis Ruddock
Photo
Bio
Alexis Ruddock, MSCTA, MLO, PSA

Certified Tax Advisor | Financial Advisor | Baking Enthusiast


With extensive experience as a business owner, loan officer, and realtor spanning over 25 years, I bring a unique, multifaceted perspective to tax strategy and financial planning. My professional background provides deep insights into complex financial landscapes, enabling me to develop strategic tax solutions for diverse client needs.



My professional credentials include:

• Certified Tax Advisor

• Life License Agent

• Mortgage Loan Officer

• Registered Financial Professional

As a dedicated tax strategist, I focus on uncovering hidden deductions, optimizing business entity structures, and designing personalized tax roadmaps. My services include:

• Comprehensive Tax Strategy

• Business Entity Tax Planning

• Retirement and Estate Tax Optimization

• Tax Compliance and Consulting

• Pricing Strategy Advisor



Beyond my professional achievements, I’m also an award-winning baker featured on the Food Network, where I’ve competed in multiple shows. Whether it’s baking or tax planning, I bring creativity, precision, and a passion for excellence to everything I do. Ready to transform your tax strategy? Schedule a consultation today!
 

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