Peggy Ruhlin, CPA, CFP®

Peggyruhlin Square

Coalition for the Common Good

Peggy Ruhlin has been recognized as one of America’s most distinguished women in wealth management, and was the recipient of the 2017 Alexandra Armstrong Award for lifetime achievement. Peggy is a Certified Public Accountant with a Personal Financial Specialist accreditation, and a CERTIFIED FINANCIAL PLANNER™ certificant. She earned a Bachelor of Arts degree in Business Administration from Otterbein and received its Alumni Association’s Special Achievement Award in 2009. She was Otterbein’s commencement speaker in 2022, at which she was awarded an Honorary Doctor of Humane Letters degree. She is a trustee emerita of Otterbein University, having previously served as a trustee (2001-2014), and chair of the Investment Committee.

Peggy is a founder and former Chair of the Board of Directors of Budros, Ruhlin & Roe. She was its Chief Executive Officer from 2000 to 2019. Under Peggy’s leadership, Budros, Ruhlin & Roe won the 2011 Schwab Impact Awards® Best in Business award.

She was named one of the “20 Most Influential Women to Watch in 2016” by Investment News, one of the Top 25 Women RIAs in 2016 by, and one of the Financial Times Top 100 Women Advisers in 2014. Smart Business News selected her as one of the inaugural Columbus Smart 50 CEOs in 2014.

She is the author of Wealth is Women’s Work: How women can make a long-term impact with a career in wealth management, published by Forbes|Advantage in 2023.

Peggy served (2015-2018) on the Board of Directors of the Certified Financial Planner Board of Standards, the Schwab Advisor Services Advisory Board (2014-2016), and the Foundation for Financial Planning.