Ronald J. Burkard
Ronald Burkard is a financial planner who is committed to helping people get what they want in life and retirement, by evaluating, strategizing and creating solutions for their assets and building wealth.
From over 25 years of experience Ronald believes the success he brings to his clients is by understanding them. Knowing their risk tolerance, time horizon and goals is where he focuses his work to build a strategy that achieves a balance of living life, investing and growing wealth.
Ronald served in the US Navy aboard the USS Stark, FFG31, after high school and then began his college career at Riverside Community College, studied international business and finance at the University of Copenhagen, and then finished his Bachelor of Science degree at Cal State San Luis Obispo.
Ronald has achieved his series 7, 63, 65, 31 and 52, along with life, health and long-term care insurance licenses. Thus allowing him to provide his clients a full strategy from the offense and defensive side of financial planning.
Ron’s ultimate goal for his clients is to provide them with a work optional lifestyle.