Ron Guay (CFP®)

Ron Guay focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • Financial Psychology/Coaching
  • Fixed Fee (Subscription, Retainer, etc.)
  • Investment Advice without Ongoing Management
  • Retirement Plan Investment Advice
  • Tax Planning

Planning Specialties

Broad-based financial planning and portfolio management services.

I focus on the issues that are most important to you:

  • Lowering your taxes
  • Managing your equity compensation
  • Planning for your financial independence

By addressing these and other primary financial concerns, I hope to maximize your peace of mind and sense of control while minimizing the amount of time and stress you are currently devoting to these issues.

 

Professional Associations: 

Additional Information

I am a CERTIFIED FINANCIAL PLANNER™ based in Sunnyvale, CA. I primarily work with Gen X & Gen Y tech professionals and their families.

After spending the first 20 years of my career in corporate financial planning & analysis roles, I made the decision to leave a strong six-figure salary and Vice President title to pursue my dream of promoting financial wellness in the community while running my own business.

I launched Rivermark Wealth Management (as an office of Garrett Investment Advisors, LLC) in 2018 to make this dream a reality.  

I’m a proud graduate of the School of Business Administration at the University of Dayton and the Executive Financial Planner program at Santa Clara University.

When I'm not helping clients navigate their path toward financial independence, I enjoy the following leisure activities:

Traveling and experiencing new places: My wife Deepti and I set a goal to visit 1 international destination each year. We've been married just over 10 years and we have 10 unique stamps in our passports, so we’re on target thus far.  

Kids’ activities: I’m a volunteer coach for both my 8 and 6 year old’s soccer teams. I serve on the School Site Council at their elementary school.  

Cooking: I like to roll up my sleeves in the kitchen. I clearly will not be the next Bobby Flay or Gordon Ramsay, but I can prepare a mean chicken piccata or pan-seared salmon.

Favorite Sports Team:  I grew up in Western Pennsylvania and have been a lifelong member of Pittsburgh Steeler Nation (sorry, 49er fans).  :)

 

NAPFA Start Date

October 31, 2018

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This Office

640 W California Ave Ste 210 Sunnyvale, CA 94086-3624 Phone: (408) 373-7337

Other Offices

1107 Hylton Heights Rd. Manhattan, KS 66502-2821 Phone: (910) 333-6659