Ron’s passion is to make a difference in people’s lives and he feels that building strong relationships are critical in helping people with their financial goals. As a result of his personal experiences, he has the unique ability to relate to people from all walks of life. Not only does he have a wide breadth of financial knowledge, he has the wisdom to recognize a family’s unique situation and help them define and prioritize their own personalized financial goals and design strategies to achieve their goals.
Ron recognizes that most of a family’s long-term financial goals involve saving and investing, however having a solid and flexible financial plan is the foundation which significantly enhances their chances of success.
In 2004 Ron started the process to build a broad base of knowledge and certifications to become a financial advisor. Since then he has obtained key Insurance Agent licenses (Property & Causality, Life/Health/Disability and LTC) and securities licenses for Registered Representative and Registered Investment Advisor (Series 6, 7, 63 and 66). In 2006 he left a very successful and rewarding career in corporate management within the high-tech industry to begin his journey as a financial advisor and pursue his passion to make a difference in people’s lives.
In his teenage years Ron met his teenage sweetheart Shari and they have been together ever since. They are proud parents of four children and grandparents of five grandchildren—so far! On weekends Ron can be found working on projects around his home and property. He also loves sports, exercising, hiking, family gatherings and community service.
1435 River Park Drive, Suite 504, Sacramento, CA 95815; Office: 916-891-2557
Securities and investment advisory services are offered through NEXT Financial Group, Inc., member FINRA/SIPC
Sierra Ridge Wealth Management is not an affiliate of NEXT Financial Group, Inc.
Investment products and services available only to residents of: AZ, CA, ID, NV