Ron Santini, CPA, PFS
Financial Advisor
Ron Santini is a Certified Public Accountant (CPA) and has attained the designation of Personal Financial Specialist (PFS) from the American Institute of Certified Public Accountants – one of very few exclusive specialty designations given to Certified Public Accountants. He is a registered representative and an associate with WealthCore Financial. In addition, he is the President of Santini and Company CPA’s. With his office located in South Florida for over 25 years, Ron and his staff service clients across Florida and around the country.
The accounting and tax practice serves Individuals, Business, Trusts and Estates with tax reduction planning and tax return preparation. As an associate of WealthCore Financial Ron offers personal financial planning, investment services, planning for and after retirement, 401k rollover consulting, life insurance, disability and long-term care insurance, and a complete selection of mutual funds, stocks, bonds and annuities. They focus on financial planning and wealth management strategies for retirement and estate planning, using sophisticated, advanced techniques.
Ron began his career in 1977 as a tax accountant and financial planner and after just 3 years was promoted to partner in a local firm. In 1987, he founded Santini and Company and now caters to many personal, business and financial planning clients in South Florida and across the U.S.
As an author, Ron has been a guest speaker, seminar leader and presenter of his publication "Winning In Biz – The Ultimate Business Guide" which provides everything you need to know and do to start and run a successful and profitable business.
Ron Santini is an Investment Advisor Representative of SPC (Sigma Planning Corporation), a Registered Representative of Parkland Securities, LLC.