Who We Are

A Focused Approach to Financial Planning

Ronald Bernheim

Ronald started out in wealth management as an advocate for the underserved—the folks who wanted to make informed financial and investment decisions, however didn’t have the sizable amounts of money to work with large firms. His longtime background as a small business owner and executive within the retail space allows him to help people solidify their own books.

Ronald has an innate ability to explain complex financial situations conversationally in plain English. Ronald holds the series 6/63/65/7 registrations with Morgan Stanley as well as California Life and Health Insurance license #0F65509. Ronald has extensive experience in the area of retirement planning and is a regular speaker on the topic of Social Security strategies.