Ron earned his B.S. in Business Administration – Accounting at Stetson University in 1994 and his Master of Accountancy degree at Stetson University in 1995.
Ron became a Certified Public Accountant (CPA) in Florida in 1997 and has had public accounting experience since 1995. CPAs are licensed and regulated by their state boards of accountancy. While state laws and regulations vary, the education, experience and testing requirements for licensure as a CPA generally include minimum college education, minimum experience levels, and successful passage of the Uniform CPA Examination. In order to maintain a CPA license, states generally require the completion of 40 hours of continuing professional education each year. Additionally, all American Institute of Certified Public Accountants (AICPA) members are required to follow a rigorous Code of Professional Conduct which requires that they act with integrity, objectivity, due care, competence, fully disclose any conflicts of interest, maintain client confidentiality, disclose to the client any commission or referral fees, and service the public interest when providing financial services. The vast majority of state boards of accountancy have adopted the AICPA’s Code of Professional Conduct within their state accountancy laws or have created their own.
Ron has been a Certified Financial Planner® Professional since 2002. The CERTIFIED FINANCIAL PLANNER® designation is a professional certification mark for financial planners conferred by the Certified Financial Planner Board of Standards Center for Financial Planning, Inc. To receive authorization to use the designation, the candidate must meet education of thirty hours every two years, examination, experience and ethics requirements, and pay an ongoing certification fee