Ron is a Founder and the Managing Principal of Fortune 360 Group with 25+ years of experience in the financial services industry, Ron has dedicated his career to serving the financial and tax planning needs of executives, families, and business owners. From offering comprehensive financial planning strategies that consider tax implications, to assisting with estate planning and business consulting, his extensive background allows him to serve clients with a wide array of needs.
Ron first began his career in accounting, working with a “Big 6” accounting firm. He quickly expanded his knowledge and focus to include financial planning. After many years in the business, he merged the firm he helped found with AssuredPartners Investment Advisors with a focus on offering financial planning and investment services to executives and retirees where he strives to serve a wide array of client needs while taking advantage of the latest trends in technology.
Ron is a graduate of the highly regarded University of Florida Fisher School of Accounting program, where he studied in the specialized "3/2" program. He simultaneously earned both his Bachelors of Accounting and his Masters of Taxation, graduating with honors. He is also a Certified Public Accountant, Personal Financial Specialist, CERTIFIED FINANCIAL PLANNER™ professional and REALTOR®. Ron has served on multiple boards of directors, been actively involved with charitable foundations, and served as an Executive Board Member of the Financial Planning Association of Greater Fort Lauderdale as well as an Ambassador for The Pantry of Broward. Ron is a proud supporter of many local and national charities.
Ron has presented at numerous events, conferences and seminars, has spoken on numerous industry panels and served as an instructor for financial education courses. He has regularly been quoted in both local and national news publications, including The Wall Street Journal, Kiplinger Magazine, South Florida Sun Sentinel, and a variety of industry publications.
A devoted family man, Ron spends much of his time with his wife, Abbe, and their three children. He has coached soccer, football and basketball in the local Optimist league. He also enjoys running, Spartan Races, attending sporting events and traveling. Passionate about technology, you can often find him using the latest gadgets.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.