From a very early age Ron has been fascinated by the financial world. He entered the financial services industry full time when he was 18 years old, and for the last 31 plus years he has worked with UBS as a Financial Advisor.  Ron has dedicated his professional life to helping individuals, families, businesses and organizations manage their wealth. He focuses on long- term planning issues along with portfolio strategy and management. He has an A. A. degree from Sacramento City College,  a B.B.A. degree from National University, and a CRPS designation from the College of Financial Planning. While at UBS his studies have centered around: Practical Economics, Equity Valuation, Fixed Income Concepts and Tools, Asset Allocation, and Portfolio Management. He holds series 7, 63 and 65 securities licenses along with life and health insurance licenses.

Ron is a Past President of the Active 20-30 Club; Founding Member and Chairman of the Cycle for Sight; Co-Founder and Head Coach of the Napa Valley Basketball Alliance; Associate Head Coach - Varsity Boys Basketball at Napa High; and he has coached numerous youth basketball, baseball and soccer teams.

On a personal note Ron enjoys camping, kayaking, volleyball, basketball, research, and spending time with family and friends.

• Certified Investment Management Consultant (CIMC)

• B.B.A., National University
• A.A., Sacramento City College

• Series 7, General Securities Representative
• Series 63, Uniform Securities State Agent
• State of California, Life, Health, Variable Life Insurance and Variable Annuity Licensed (#0A47470)

AL, AZ, CA, CO, DC, FL, HI, ID, IL, IN, KS, LA, MA, MD, MI, MN, MT, NC, NM, NV, NY, OR, SD, TN, TX, VA, WA, WI, WV