Finanacial Planner Episodes
Guru Financial POlanners
1
July 31, 2023
Ron and Jake Rich with Capstone Wealth Advisors
Ron earned his B.S in accounting from Indiana University. His career in public accounting began in 1980, followed by four years working as a controller and then treasurer of a public company. Since 1987, Ron has been working in the financial services profession, and he became a fee-only advisor in 1993. Over the course of his career, Ron has earned and held the following titles and designations: Certified Public Accountant (CPA®), Certified Financial Planner (CFP®), Chartered Financial Consultan...
Guest: Ron and Jacob Rich