Ron is a Wealth Advisor and Tax Professional at Lightship Wealth Strategies Inc. Ron previously was a sole practitioner at Commonwealth Financial Network for 20 years and has been in the industry for over 30 years. Ron is partnering with Lightship to help enhance his services provided to his clients. He will be working along the other advisors to help create a smooth transition to more comprehensive financial planning.
Ron’s primary objective is to help individuals and families make informed decisions about their financial futures by giving advice on topics such as investing, retirement planning, and tax strategies. He combines his tax work and financial planning to create customized portfolios for his clients. He works closely with his clients to understand their financial goals and priorities, developing the best strategies tailored to each client’s unique needs.
Licenses and Certifications:
- FINRA Series 6, 7, 63, and 65 securities registrations
- Enrolled Agent (EA)