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Ruben E. Vilorio

Ruben E. Vilorio

Wealth Advisor

Location:

9017 S Riverside Dr #200, Sandy, UT 84070, USA

Email:
Phone:

(801) 467-5115

Bio:

Ruben Vilorio is a Wealth Advisor at Diversify, where he works with clients to clarify their goals and develop personalized financial plans and investment strategies to support them. He takes a holistic approach to financial planning—considering every aspect of a client’s financial life to ensure decisions align with their long‑term vision and values. He enjoys helping clients resolve complex financial challenges, providing clarity and structure even in situations that require deep analysis and thoughtful problem solving.


Ruben is dedicated to building meaningful, long‑lasting relationships and creating an environment where clients feel safe, heard, and supported. A committed lifelong learner, Ruben continually seeks new knowledge and perspectives to enhance the guidance he provides and to better serve his clients.


In the past, Ruben has served as chair of the public relations committee for the Financial Planning Association where he helped the outreach effort to connect with members across two states. The Financial Planning Association® (FPA®) is the leading professional organization for CFP® practitioners nationwide.


He graduated Cum Laude from Utah Valley University with a BS in Personal Financial Planning and is a CERTIFIED FINANCIAL PLANNER™ professional. Ruben also maintains his Series 7 and 66 securities registrations, along with life, accident, and health insurance licenses.


Outside of the office, Ruben enjoys fly fishing, mountain biking, golfing, and playing sports. He resides in Spanish Fork, Utah, with his wife four children.

Qualifications:

  • CFP® (Certified Financial Planner™)

  • Series 7 and 66 Securities Registrations

  • Life, Accident, and Health Insurance Licenses

  • BS, Personal Financial Planning, Utah Valley University (Cum Laude)

Qualifications:

  • CFP® (Certified Financial Planner™)

  • Series 7 and 66 Securities Registrations

  • Life, Accident, and Health Insurance Licenses

  • BS, Personal Financial Planning, Utah Valley University (Cum Laude)

Support Staff

Makenzie Losee

Makenzie Losee

Account Manager

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