Ronn entered the financial services industry in the early 1990's. He specializes in working with individuals in the areas of retirement planning & retirement income distribution, investment analysis, financial planning and tax related advising.
Ronn has a passion for solving challenges; a strength upon which he has built the foundation of his career. Early in his career, Ronn utilized his problem solving abilities by aiding small business owners with accounting, tax strategy and overall business planning.
In 2010, Ronn formed Core+ Financial Strategies, LLC along with Co-Founder, Brad Wilson. Ronn's biggest goal in starting Core+ was to be able to establish relationships and a deep understanding of each client and their situation in order to provide truly customized, comprehensive financial plans. He has succeeded in that goal, and finds the daily joy of helping people the most rewarding.
Ronn attended the University of Houston- Clear Lake where he received a Bachelor of Science in Finance in 1986 and a Master's of Science with a concentration in Finance in 1991. He is a CPA, a CERTIFIED FINANCIAL PLANNER™ professional, and a CHARTERED MUTUAL FUND COUNSELORSM (CMFC®).
Ronn spends the majority of his spare time with his four grandchildren. He also enjoys golfing, running and the occasional tennis match.
*Core+ is not a CPA Firm
*Raymond James does not provide tax advice. Tax services are provided through an independent outside business not affiliated with Raymond James.
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER ™, CFP®, and CFP® in the U.S., which it awards to individuals who successfully complete CFP Boards's initial and ongoing certification requirements.