Ron is the type of consultant who works directly with his clients, meeting with them and listening to their needs and goals.
Ron has 15 years of experience in helping clients create and preserve wealth. As an experienced Financial Consultant he brings the wealth creating opportunities of Real Estate to work for his clients. His experience includes Tax, Estate and Investment Planning.
Education & Working Titles
Ron has a Degree in Business and a Graduate Degree as a Chartered Financial Consultant. He is an experienced Real Estate Broker, a Registered Investment Advisor and a Securities Registered Representative. He has earned the Certified Private Annuity Advisor designation from the Estate Planning School of America.
Memberships
He is a member of the Tenants-In-Common Association, Certified Commercial Investment Member Candidate. Due Diligence Support on the securitized investments is provided by his Broker Dealer, Partnervest Securities, Inc.
His training, experience, and relationships in the Securities and Real Estate industries are unique; allowing him to bring a special blend of expertise to work in creating wealth for his clients.
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