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CA Insurance License #0D13911
State of Domicile: NJ
I have built long-term relationships with many of my clients, knowing that as their adviser, it is my responsibility to ask, listen and adapt to their changing needs.”
Ronald H. Carr, Jr. CFP®, CLU®, ChFC®, has been practicing for over 34 years as a financial professional. He specializes in insurance and investment services, as well as employee and executive benefits. These services are designed to help minimize tax burdens and enhance wealth accumulation strategies.
Ron graduated from Rutgers University with a B.S. degree in Economics, and has passed the requirements for some of the industry’s top designations, which include Certified Financial Planner® (CFP) professional, Chartered Life Underwriter (CLU), and Chartered Financial Consultant (ChFC).
Ron recognizes the individuality of each client‘s situation, anticipates future needs and provides unbiased, clear solutions on a continued basis. This includes financial planning strategies, investment and portfolio management, business succession planning, employee benefits and estate conservation strategies.
- Metlife Platinum Conference Qualifier (1994, 1995): A company honor given to outstanding individuals that exemplify the highest standards of personal integrity, professionalism, customer service and sales achievement.
- Metlife Leaders Conference Qualifier (1993, 1994, 1995): A company honor awarded annually to those Financial Services Representatives who have successfully demonstrated the ability to attract, develop, and retain clients by helping them meet their financial security needs.
- Million Dollar Round Table (MDRT) Life & Qualifying Member