About Ron Monis
Ron Monis holds a degree in psychology from CSU Fresno and lives in Fowler, CA with his wife Deborah. With over 30 years of experience, Ron is primarily responsible for creating and monitoring wealth management strategies for our clients. He holds the Family Wealth Director designation through Morgan Stanley. With this designation, Ron received extensive training in the handling of intergenerational wealth transfer, assistance with philanthropy management, and other situations unique to high net worth families. He also recently completed the Certified Portfolio Manager (CPM®) certification, demonstrating his advanced knowledge and skills in portfolio management, asset allocation, risk management, and investment analysis. When he is not in the office, Ron focuses on staying active, playing golf, traveling , and retreating to the central coast with Deborah.
Securities Agent: FL, ID, WA, TX, SC, OK, UT, NY, WY, OR, OH, CO, CA, AZ, IL, VA, NV, WI; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1316551