Ronald Donato Jr.
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Ron joined Alloy Silverstein Financial Services in 2014 and has been working in financial planning, retirement planning, and wealth management since 1997. He has over 33 years of experience in the finance and banking industries, having previously served as Vice President and Account Executive at Valley Forge Asset Management LLC after establishing his career at Meridian Bank/Corestates Bank.
He has passed the FINRA Series 7 and 66 exams and helps clients with retirement planning, insurance, investments and financial planning. He originally joined the financial services industry because of his passion to help others become successful in their financial lives.
Ron received his Bachelor of Arts degree in political science in 1979 from Ursinus College and his Master of Business Administration degree in Finance in 1987 from Villanova University. Ron holds the Certified Financial Planner™ designation and is licensed in New Jersey and Pennsylvania for life, accident, and health insurance. He is a member of the Philadelphia Estate Planning Council and the Financial Planning Association.
Ron lives in Cherry Hill with his wife of 35+ years and their two children. He is an active member of the Men of Malvern Retreat House and is part of the Golf Committee at Holy Eucharist Parish in Cherry Hill. Ron enjoys playing and listening to music along with golf, reading and sports.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Connect on LinkedIn: https://www.linkedin.com/in/ron-donato-9414841