Meet Ruby Bohra
Ruby Bohra, CRPC™
LPL Financial Advisor - CA Insurance License #4019110
Serving: Orange County
Appointment: Request Now
Phone: (714) 885-7585
Email: rbohra@orangecountyscu.org
About Ruby
Ruby Bohra brings years of experience helping clients achieve confidence through holistic financial planning. Her work focuses on developing customized strategies for retirement readiness, legacy preservation, and the achievement of both short-term and long-term financial goals. She believes that successful wealth management goes beyond numbers—it’s about truly understanding her clients’ aspirations and challenges, then creating an integrated plan that aligns investments, taxes, insurance, and estate considerations. Ruby provides clear, transparent advice that empowers clients to make confident, informed decisions.
Her professional experience is supported by credentials including Series 7 and Series 66 held through LPL Financial and the Chartered Retirement Planning Counselor (CRPC™) designation. These qualifications reflect her commitment to staying current with industry developments and best practices in retirement planning.
A resident of Orange County, Ruby lives with her family and is passionate about giving back to the community. She is actively involved with Rotary International and several local nonprofits. She volunteers for initiatives and participates in charitable fundraisers to make a positive difference in her community and to advance causes that are close to her heart.
Outside of her professional and volunteer work, Ruby loves traveling to new destinations, immersing herself in diverse cultures, and sampling regional cuisines. Whether guiding clients through their financial journeys or exploring the world’s hidden gems, she strives to make each interaction meaningful and impactful.
Ruby Bohra, CRPC™
LPL Financial Advisor - CA Insurance License #4019110
Serving: Orange County
Appointment: Request Now
Phone: (714) 885-7585
Email: rbohra@orangecountyscu.org
About Ruby
Ruby Bohra brings years of experience helping clients achieve confidence through holistic financial planning. Her work focuses on developing customized strategies for retirement readiness, legacy preservation, and the achievement of both short-term and long-term financial goals. She believes that successful wealth management goes beyond numbers—it’s about truly understanding her clients’ aspirations and challenges, then creating an integrated plan that aligns investments, taxes, insurance, and estate considerations. Ruby provides clear, transparent advice that empowers clients to make confident, informed decisions.
Her professional experience is supported by credentials including Series 7 and Series 66 held through LPL Financial and the Chartered Retirement Planning Counselor (CRPC™) designation. These qualifications reflect her commitment to staying current with industry developments and best practices in retirement planning.
A resident of Orange County, Ruby lives with her family and is passionate about giving back to the community. She is actively involved with Rotary International and several local nonprofits. She volunteers for initiatives and participates in charitable fundraisers to make a positive difference in her community and to advance causes that are close to her heart.
Outside of her professional and volunteer work, Ruby loves traveling to new destinations, immersing herself in diverse cultures, and sampling regional cuisines. Whether guiding clients through their financial journeys or exploring the world’s hidden gems, she strives to make each interaction meaningful and impactful.
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The financial advisors of Orange County's Wealth Management are registered with and offer securities and advisory services through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/ SIPC). Insurance products are offered through LPL or its licensed affiliates. Orange County's Credit Union and Orange County's Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Orange County's Wealth Management, and may also be employees of Orange County's Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Orange County's Credit Union or Orange County's Wealth Management. Securities and insurance offered through LPL or its affiliates are
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