Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald William Guay is a Certified Financial Planner® with over 17 years of experience in the financial services industry. Ronald currently works at Falcon Wealth Planning, Inc. and is registered with the state of California as an Investment Advisor Representative. Ronald previously worked for Prosperity Capital Advisors, Garrett Investment Advisors, Parsonex Advisory Services and GE Capital. Ronald specializes in financial planning, portfolio management for individuals, and selection of other advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Selection of other advisers fees
1
2
CA
01/01/2025 - Present
Falcon Wealth Planning, Inc. (San Jose CA)
IA
Issued 02/08/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Ronald Guay is the right advisor for you? Invested Better is here to help.
