Background & Qualifications

Ronald C. Hunter CFP®, CWS® has over 30 years of diversified financial management experience. He has held corporate positions in treasury, international finance and business development with several Fortune 50 multinational companies. He is currently a registered advisory representative, and a registered representative. Ron is married and resides in Somerset, NJ. He has two adult daughters and is a proud grandfather. He is very active in community and charitable programs and enjoys tennis and golf in his share time. Below is a detail of his qualifications.

Education
BA, Accounting – Western New England College.
MBA, Finance – Western New England College.
Economics 2 yrs. - Dartmouth College

Designations
Certified Financial Planner® (CFP®) – College for Financial Planning, Denver, CO
Certificate in Financial Management – Wharton Business School
Certified Wealth Strategist® (CWS®) – Cannon Financial Institute, Bd. of Standards
Honored Professional – Listed in Who’s Who in Executives and Business-Yr. 2000 Edition

Licenses
Securities licensed with Series 6, 22, 62 and 63
Insurance licensed with NJ State Dept. of Banking and Insurance
Registered Representative, First Allied Securities, Inc. (Member FINRA/SIPC)
Registered Investment Advisory Representative, First Allied Advisory Services, Inc.
Securities licensed in the states of NJ, NY, PA, MI, FL, OH, NC, MS and TX

Publications and Seminars
Co-published book entitled Retirement Investing with Gary Benke, RFC
(NF Communications, 1998)
Other published booklets include: Annuity Owner Mistakes, Avoid Mistakes in Buying Long-Term Care Insurance, Seven Ways Retirees Can Cut Taxes, and Mistakes in Selecting Mutual Funds.


Seminars are presented on a wide variety of retirement and financial topics.
 

 

 

 

 

 

 

 

 

 

  • Retirement Investment Strategies
     
  • Retirement Plan Distributions
     
  • Advanced Investment Principles
     
  • Long-Term Care
     
  • Employment Transitions
     
  • Estate Conservation

    OUR OUTLOOK

    Over the past 25 years, the economic success of many Americans has been phenomenal. Because of the growth and volatility of the financial markets, many people have both accumulated and lost money in their pensions and 401k plans. This growth has resulted in much volatility over the last three years however, and people are seeking ways to safely participate in market growth, while minimizing or eliminating needless risk of loss.

    If you need a complimentary consultation on a rollover, estate conservation or long-term care issue or simply to create a "safe-money" portfolio, please call. We stand ready to help.

    See Our Calender for written directions to our office.

    See Our Location for a computerized map to our office.

     
     
     

     

     

     

     

     

     

     

     

     

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