The foundation of Ron’s practice is built around establishing and maintaining long-term relationships with his clients. Ron takes the time to understand the goals and challenges that each client has and develops a customized plan to help them achieve financial success. He works with individuals and their families, as well as small business owners and business executives. Ron works with medical professionals and physicians, holding monthly educational seminars in the New York Metropolitan area.
Ron works with Barnum’s Wealth Strategies Division to help build financial plans best fit for the individual. In addition to Ron bringing his infrastructure to his clients, he will collaborate with their legal and tax advisers when necessary.
Utilizing a well-defined, disciplined approach, Ron and his support team take a holistic view that results in high-quality advice and superior service to clients. Their approach is based on education, advanced analytics, and comprehensive case consultations. His expertise covers a range of financial areas including wealth accumulation, retirement and estate planning, risk management, and asset protection.
Ron began his career in the Financial Services industry at Guardian Life Insurance as a Financial Specialist. Since making the transition to Barnum Financial Group in 2012, Ron has consistently achieved high honors in the organization. In his first year with the firm he received the “Top Gun Award,” Barnum's award for leading new advisor, as well as being invited to the Leader’s Conference, which is bestowed to a select level of elite producers who run their practice with the highest standards of excellence.
Domiciled in New York, and may be licensed in other states.