What Are Investors Really Looking For? The Realities of Goals Based Investing
What Are Investors Really Looking For? The Realities of Goals Based Investing
Ron Florance, CFA, RMF Consulting, LLC, Scottsdale, AZ
Ron Florance is a private investment consultant and financial educator with over 30 years of experience in the investment field. His most recent position was Deputy Chief Investment Officer at Wells Fargo Private Bank, where he was responsible for developing key investment strategy guidance for high-net-worth individuals, families and philanthropic entities. His prior corporate experience included roles at The Vanguard Group, Wells Fargo Nikko Investment Advisors, and The Private Bank at Bank of America.
Ron’s expertise includes Global Asset Allocation, Equity Research, Fixed Income Research and portfolio design and management. He earned his Bachelor of Science degree in Applied Mathematics and Economics from Brown University and was awarded a Chartered Financial Analyst designation in 1995. Ron is a frequent speaker at industry conferences and is quoted nationally and internationally both in print and broadcast media. Ron meets with individuals, foundations, and endowments to evaluate investment needs and strategies.
