Meet Our Staff


David Rutola is the Co-Founder and director of Proactive Life Planning. As a licensed Insurance Agent, he has vast experience finding solutions for Individuals, families, and businesses, with specialties in retirement planning, wealth building and distribution. David has achieved several degrees including a bachelor’s in business management. On his off time, David enjoys spending time with his family and giving back to the community by being very active and charitable with our local Veterans Foundations.


Claudia Rutola is a Co-Founder and licensed insurance agent with Proactive Life Planning. She holds an AA in Computer Applications and Office Technology, and an AA in Paralegal Studies. She is bilingual English and Spanish. Claudia enjoys listening to music, watching soccer, hiking, but most of all she enjoys spending time with her family, being the mother of four kids gives her satisfaction in life.
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