Clip from Bogart Wealth’s Learning Series webinar "Roth Conversion Planning" hosted on June 12th, 2024 with Sydney Rutledge, CFP®.

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For the last 4 years, Sydney has worked closely with the advisors in The Woodlands office and the founder of Bogart Wealth, James Bogart. In that time, The Woodlands office more than tripled in size. She gained valuable experience in corporate benefits planning, pension analysis, cash flow planning, tax strategy planning, investment and risk management, and estate planning.

Sydney realized her passion for helping others navigate the world of personal finance at a young age. She is excited by the different phases of financial planning and enjoys helping each unique client through the different chapters of their lives.

Sydney is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and holds a Bachelor of Business Administration in Finance and a minor in Financial Planning from Texas A&M University.

A native Texan, Sydney is originally from Argyle, TX. In her free time, she enjoys spending time with her husband Zach and their two English Bulldogs, Tank and Chewie, as well as travelling, interior design, and watching Aggie football.

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