Ronald Tamayo, CFP®
Ronald Tamayo is a principal and founding member of the firm. He specializes in income tax planning and portfolio design with the goal of maximizing retirement assets. Ron has more than 20 years of financial planning and tax compliance experience. He was a Chairman of the Financial Planning Association (FPA) of Central Florida and an Executive Committee member of the Central Florida Estate Planning Council. Ron's expertise in financial planning has been recognized by the Journal of Financial Planning, where he serves on their Editorial Review Board. He also recently completed two years service as a member of the Journal's Editorial Advisory Board.
His planning advice has been featured in the Orlando Sentinel, Florida Trend and Morningstar. Ron earned a bachelor of science degree in Accounting from Orlando College and was an Adjunct Instructor of Financial Planning and Investments for the University of Central Florida CFP Professional Education Program.
| Position Principal |
Practice Areas Portfolio Management Employee Stock Options Estate Planning Retirement Planning Tax Planning |
Affiliations Financial Planning Association Central Florida Estate Planning Council Financial Planning Association of Central Florida |