E. Ronald Lara, a CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional and Executive Vice President of Pierce Wealth Partners, Inc, is an experienced financial professional with over 50 years of financial, brokerage, tax and investment planning experience. His expertise centers around incorporating clients’ tax considerations with comprehensive financial planning. Ron’s focus is to help simplify and enrich the lives of my clients by helping them navigate major financial decisions. With his mathematics background, Ron provides his clients with a genuine, personal approach, to help guide them through complex tax saving strategies. His goal is to assist client with high tax situations to understand there are enhanced benefits in charitable giving strategies through advanced tax sheltering techniques.
Ron is a graduate of the University of Maryland with a Bachelor of Science degree in Civil Engineering. Previously, Ron was the co-founder of Lara, Millard and Associates, a full-service broker-dealer and registered investment advisory firm. Additionally, Ron has co-created and trademarked two investment strategy processes: The Lifetime Success Solution® and The Retirement Success Solution®. Ron has also authored the book, The Retirement Success Solution & Lessons I Learned from the Past Bear Market.
CFP® and CERTIFIED FINANCIAL PLANNER™ are certified marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP® Board’s initial and ongoing certification requirements.