Ron started his career as an advisor at a large national financial firm. During his time there, he realized that the wealth management industry was broken— for both advisors and clients. He was determined to fix the flawed traditional approach to financial planning. This inspired him to start Lifeworks in 2017.
At Lifeworks, he leads a team of wealth advisors, quant strategists, and software engineers, developing the first liability-driven wealth management system to fix the flawed traditional approach to financial planning and investing.
Ron is passionate about providing hyper-personalized planning and investment strategies to everyone. Lifeworks has built one of the first subscription-based financial planning services for clients without minimum investment or net worth requirements.
Ron was the winner of the Scratch.Works FinTech accelerator program in 2020, has been featured in numerous industry publications, and is a regular speaker at industry events.
His interview series, The Future of Advice® features conversations with industry leaders and entrepreneurs who are disrupting the wealth management industry.
Ron is also the proud father of five beautiful children and founder of the Ella Bullis Foundation, a 501(c)(3) that provides financial support to families who have recently lost a child or have a child in a neonatal intensive care unit.