Rurup Wealth Management, Inc.-Wealth Advisor: Lili Rurup

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Rurup Wealth Management, Inc.-Wealth Advisor: Lili Rurup Liliana Rurup is a registered representative with, and securities and advisory services offered through LPL Financial, a registered investment advisor.

Our mission is to broaden access to personalized financial guidance & help people make informed decisions with clarity and confidence—building strong financial foundations in support of lives that are both financially intentional and personally meaningful Member FINRA/SIPC (www.finra.org and www.sipc.org). The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

10/26/2026

LPL Financial’s Chief Investment Officer Marc Zabicki explains that election volatility may create opportunities, but investors should stay focused on market fundamentals over politics.

10/19/2026

LPL Research reviews how strategic portfolio allocations navigated Q3 Fed hikes, inflation pressures, and geopolitical uncertainty.

10/12/2026

LPL Research discusses what's driving today's strong operating margins and why expectations for further expansion may face challenges.

A little milestone I’m very happy to share. 💛The new Rurup Wealth Management website is officially live!I wanted to crea...
10/05/2026

A little milestone I’m very happy to share. 💛

The new Rurup Wealth Management website is officially live!

I wanted to create something that felt less like a traditional financial-services website and more like the way I believe financial guidance should feel: personal, approachable, thoughtful, and grounded in real life.

Because financial planning isn’t just about investments and spreadsheets. It’s about the people, relationships, choices, transitions, hopes, and sometimes worries behind the numbers.

The new site shares more about how I work, who I serve, the different ways we can work together, and what someone can expect when they reach out. And because serving Spanish-speaking individuals and families is an important part of my practice, you’ll find information en español as well.

If you have a moment, I’d love for you to take a look:

www.rurupwealthmanagement.com

And if you know someone who might benefit from having a thoughtful conversation about their financial life, please feel free to share it with them.

Thank you to everyone who has encouraged and supported Rurup Wealth Management along the way. đź’›

Personalized financial planning and wealth management designed around your life, your priorities and what matters most to you

10/05/2026

LPL Research discusses how investors can assess whether the current environment is constructive for investing in long/short equity or equity market neutral funds.

09/28/2026

Second quarter earnings season has delivered exceptionally strong results, with S&P 500 earnings growth tracking above 50% year over year and nearly 20% even excluding the technology sector. Earnings strength has been broad-based across the market, while steadily rising profit forecasts point to con...

09/23/2026

The Federal Reserve raised interest rates last week, and headlines immediately began focusing on what might happen next.

But for most families, the more useful question isn't “What will the Fed do next?”

It's “Does anything in my financial plan need attention now?”

Changes in interest rates can affect different parts of our financial lives differently—from borrowing costs and mortgages to savings yields, bonds and business financing.

That doesn't necessarily mean it's time to make a major change. It may simply be a good reason to review whether your cash reserves, debt, investments and upcoming financial needs are still positioned appropriately for your circumstances.

Financial planning isn't about reacting to every headline. It's about understanding which developments matter to you—and which ones don't.

For educational purposes only. This information is not intended as individualized investment or financial advice.

Plan thoughtfully. Live intentionally.

09/22/2026

A tax deadline can also be a planning reminder.

Last week, September 15, was the third federal estimated-tax payment deadline for 2026.

Estimated payments are often associated with business owners and the self-employed, but they can also become relevant when income comes from investments, retirement distributions, pensions, Social Security, or other sources that may not have enough tax withheld.

Rather than thinking of estimated taxes as simply another deadline on the calendar, this can be a useful time to ask:

• Has my income changed substantially this year?
• Have I realized significant investment gains?
• Am I taking larger retirement-account distributions?
• Has a business or other source of income performed differently than expected?
• Is my current withholding still appropriate?

Tax planning and financial planning often overlap. A midyear—or in this case, late-summer—check-in can help identify issues while there is still time left in the year to discuss possible adjustments with your tax and financial professionals.

This information is general in nature and is not intended as tax or individualized financial advice.

Plan thoughtfully. Live intentionally.

Address

910 15th Street
San Diego, CA
92154

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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