RONALD R. NICLAS, MBA, CFP®, EA
Ron
is a CERTIFIED FINANCIAL PLANNER™ practitioner since 1989. He is an Enrolled
Agent (EA) licensed by the U.S. Treasury Department as a tax practitioner.
Other
credentials include registration with the National Association of Securities
Dealer (NASD) as a General Securities Representative and Registered Securities
Principal. In addition, he is an arbitrator for the National Association of
Securities Dealers (NASD) Dispute Resolution Group. His emphasis is comprehensive
personal financial planning covering such issues as investment, tax, retirement,
and estate planning.
Ron is a member at both the National and State level of the Financial Planning
Association (FPA), formerly the Institute of Certified Financial Planners,
as well as the National Association of Enrolled Agents. He was a Vice President
and member of the Board of Directors of the former Northern NJ Chapter of the
I.C.F.P. Ron became part of the Chestnut Investment Group in 1991 originally
as Director of Financial and Tax Planning and currently is Vice President,
Investments/Tax Planning. He is an Investment Advisor Representative (IAR)
with First Allied Securities, Inc. a Registered Investment Advisor with the
Securities and Exchange Commission. Ron was formerly a member of the Planned
Giving Committee of the Newark , NJ Episcopal Diocese and is Chairman of his
church investment committee board.
Prior to entering the field of personal financial planning Ron held a number of management positions in corporate finance. They included Director of Financial Analysis for a major division of Becton Dickinson & Co., an S&P 500 corporation; Secretary/Treasurer for a U.S. subsidiary of Sandvik AB, a Swedish based international conglomerate; and Treasurer of Meadox Medicals, a privately held U.S. medical device manufacturer. Ron holds a BS degree in accounting from Rutgers University and an M.B.A in Finance from Fairleigh Dickinson University. |
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Is it information...or is it noise? We are constantly bombarded with investment tips. Who do you believe?
Negotiate your credit card rate You’re credit card interest rate is NOT written in stone.
How often should legal documents be reviewed? Family and business obligations are ever-changing and must be documented.
Pension maximization You’re ready to retire. When faced with the complex task of choosing your pension option how do you determine what’s right for you?
Women and investing Women, you ARE different. You take care of everyone else, learn how to take care of yourself.
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