"Bad people are punished by society's law. Good people are punished by Murphy's Law." (Unknown)
As an advisor emeritus, Ron brings a wealth of knowledge and experience. Ron combines personal attention with professional know-how to help LFA achieve financial strength and prosperity, ensuring that LFA meets its commitment of integrity and transparency at every level.
With his relationship with LFA’s current staff, Ron brings fresh thinking, bold ideas and passionate dedication to the table. He continues to provide value to LFA and their clients through consulting and advice. Ron also plays a pivotal role in suitability and supervision. Through his 53 years of experience in the financial industry, Ron’s continued contribution to the value proposition of LFA Private Wealth Management is pivotal to existing clients.
Ron is a graduate of the American College in Bryn Mawr, PA, where he received his Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations. Ron also holds Series 7, Series 65, Series 63, and Series 24 registrations and is licensed to offer insurance. Ron has been a financial services professional in Marin County, California for over 47 years.
I'm the only LFAer who has been in a plane that caught fire... over the Atlantic.... and lived to tell the story!