Broker Check

Ron Meckler

Ron Meckler

Proper wealth planning requires a thoughtful, comprehensive approach for your short or long-term strategy. The tax and retirement suggestions I develop influences the choices I present. Investing does not have to be complicated, yet we can offer any type of investment from A to Z to implement your strategy. No two investment portfolios are the same.

Variable economic/market conditions require that most people shouldn’t allow daily headlines to modify their investment objectives, especially for longer term horizons.

What differentiates me from others is that I make house calls: I’ll come to you on your schedule. The effective use of planning scenarios and navigating the maze of different products can be daunting, but as a team, you and I make choices that may be best for your goals. Regular communication is the glue of our relationship.

After a 25 year career in the downstream energy business, I’ve been providing planning and investment advice to individuals, especially ‘head of household’ women (divorced/widowed) and business owners for more than 20 years. I enjoy big cat photography, travel and gardening when I’m away from my office.

Credentials

State Securities Law Exam
Series 63 – Uniform Securities Agent State Law Examination

General Industry/Products Exam
SIE – Securities Industry Essentials Examination
Series 7 – General Securities Representative Examination

Series 7 and 63 held through LPL Financial.

State Registrations
California, Florida, Georgia, Louisiana, Montana, New Mexico, North Carolina, Oklahoma, Oregon, Texas, Washington

SRO Registrations
FINRA

The Cost of Procrastination

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
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Retirement Plan Detectives

Retirement Plan Detectives

A couple become Retirement Plan Detectives, searching records from old employers.
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4 Elements of an Estate Strategy

4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.
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Let's talk about how we can help you reach your financial goals.

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