Having spent more than two decades, with many of those years spent at major Wall Street firms, I have a deep appreciation for my team’s focus on holistic planning and our efforts toward helping our clients meet and exceed their financial goals. Since 2019, I have served as an independent advisor, and I am now proud to be with Arete Wealth/Fincadia, where I serve my clients as a fiduciary when providing investment advisory services, acting in their best interests.
Ronan graduated from University College Dublin with a Bachelor of Commerce in Banking and Finance, and completed a Diploma in Legal Studies from Dublin Institute of Technology, as a post-graduate.
Ronan holds the Certified Investment Management Analyst® certification, administered by the Investments & Wealth Institute ® and taught in conjunction with Yale School of Management.
Ronan holds the Certified Private Wealth Advisor® certification, administered by the Investments & Wealth Institute® and taught in conjunction with Yale School of Management.
Ronan is also a licensed Life Insurance Agent.
We conduct our insurance business through our field marketing organization (FMO) Simplicity Group.
Tasks and Responsibilities on the Team:
Ronan overseas Financial Planning, including Budget Analysis, Estate Planning review, Portfolio Asset Allocation, Portfolio trading, and Life Insurance, Long Term Care insurance and Annuities needs.