Ricardo Ludert, CLTC

Current

• Financial Advisor & Field Director at Northwestern Mutual Financial Network

Past

• COO at Cellular Distributors, Inc.
• Client Services Manager at DirecTV/Galaxy Entertainment de Venezuela

Education

• Universidad Nueva Esparta
• Liceo Los Arcos
• Colegio Jefferson

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Recommended

10 people have recommended Ricardo

Connections

147 connections

Industry

Financial Services

Ricardo Ludert, CLTC’s Summary

I understand that the best way to achieve your financial goals is to identify your current financial picture with your future financial goals. By listing your goals and objectives, identifying your assets and liabilities, and comparing what you have to what you want. I work with clients to define their vision of a secure financial future, focusing on providing solutions in line with that vision, and working towards achieving results.

Over a lifetime, most people will experience many different financial needs and circumstances that can be summarized into three stages: risk management, wealth accumulation, and wealth preservation and distribution.

Risk Management: The foundation of the financial pyramid, you protect that which you can least afford to lose—your earning power.

Wealth Accumulation: With that foundation firmly in place, you accumulate wealth in a tax-efficient manner for specific goals such as your children's education, retirement funding, or a future financial need.

Wealth Preservation and Distribution: Success in the wealth accumulation area creates the need to preserve and distribute that which you have worked so hard to accumulate.

For additional information, visit my web site at www.ricardoludert.com

Ricardo Ludert, CLTC’s Specialties:

Life Insurance
Disability & Long Term Care Insurance
Investments
Annuities
Employee Benefits
Retirement Planning


Holds:
Series 6
Series 7
Series 66
CLTC

Ricardo Ludert, CLTC’s Experience

• Financial Advisor & Field Director

  Northwestern Mutual Financial Network

  (Privately Held; Financial Services industry)

  July 2005 — Present (4 years 6 months)

• COO

  Cellular Distributors, Inc.

  (Privately Held; 1-10 employees; Wireless industry)

  February 1999 — June 2005 (6 years 5 months)

• Client Services Manager

  DirecTV/Galaxy Entertainment de Venezuela

  (Public Company; 1001-5000 employees; Broadcast Media industry)

  June 1997 — June 1999 (2 years 1 month)

Ricardo Ludert, CLTC’s Education

• Universidad Nueva Esparta

  Business Administration 1991 — 1997

• Liceo Los Arcos

  1985 — 1991

• Colegio Jefferson

  1979 — 1985

Additional Information

Ricardo Ludert, CLTC’s Interests:

Boating, Soccer & Golf.

Ricardo Ludert, CLTC’s Groups:

Member of the Greater Miami Chamber of Commerce Chairman Circle. Also participate in charity events like International Kids Fund and Canival Center Performing Art Green Room Society., Venezuelan Business Club

•    National Association of Insurance and Financial Advisors
•    Northwestern Mutual Financial Network
•    Business Owners of South Florida

Ricardo Ludert, CLTC’s Honors:

2006, 2007, 2008 MDRT
2006, 2007, 2008 Network Office Top Ten
2006 Southern Leader Bronze Award
2007 Southern Leader Silver Award
2008 Southern Runner-up Gold Award
2006-2007 National Leader Silver Award

Ricardo Ludert, CLTC’s Contact Settings

Interested In:

• consulting offers
• job inquiries
• expertise requests
• business deals
• reference requests
• getting back in touch