Ronald Tamayo (CFP®)

Ronald Tamayo focuses in the
following client markets or areas of practice:

  • Business Owners
  • Corporate Executives
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Ron specializes in retirement planning, investment management and tax reduction strategies for  corporate executives and business owners. 

Additional Information

Ron is a principal and founding member of the firm.  He acquired his Certified Financial Planner certification in 1994 and has over 25 years of experience in financial planning and tax compliance.  His expertise has been recognized by the Journal of Financial Planning, where he currently serves on their Editorial Review Board.  He also served for two years as a member of the Journal's Editorial Advisory Board.  
Ron is past Chairman and President of the Financial Planning Association (FPA) of Central Florida and served as an Executive Committee member of the Central Florida Estate Planning Council.  He is also a member of the National Association of Personal Financial Advisors, the nation's leading organization of fee-only comprehensive financial planning professionals. 
 
Ron's planning advice has been featured in various national and local media including Smart Money magazine, Florida Trend magazine, Morningstar, WinterPark/Maitland Observer and the Orlando Sentinel.

Ron earned a Bachelor of Science degree in Accounting from Orlando College and was an Adjunct Instructor of Financial Planning and Investments at the University of Central Florida.  He is also an Enrolled Agent, the highest credential the Internal Revenue Service awards, giving him unlimited practice rights representing taxpayers before the IRS.

NAPFA Start Date

August 19, 2008

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This Office

200 S Orange Ave Ste 2025 Orlando, FL 32801-3439 Phone: (407) 869-6228 Fax: (407) 869-6558