Ronald A. Bernstein, CFP®, CLTC - Financial Advisor
Ron Bernstein brings numerous years of financial and executive level experience to his position as Financial Planner* at GCG Financial, Inc. Prior to joining GCG in 2005, Ron held various financial management positions serving a diverse group of clients and stakeholders. As a multi-faceted senior executive, Ron was recognized as a strategic thinker with exceptional communication and analytical skills.
Ron began his career as a commodity trader at the Chicago Board of Trade after graduating from the University of Arizona with a Bachelor of Science degree in Accountancy and Finance. He then joined the accounting firm of Blackman Kallick, where he earned a Certified Public Accountant (CPA) designation. After several successful years, he entered the private sector by enthusiastically accepting a position as CFO of a publically-traded medical supply and equipment distributor. Since coming to GCG, Ron has earned the professional designations of CERTIFIED FINANCIAL PLANNER™ and Certified in Long Term Care professional (CLTC) to better serve his clients.
Ron takes pride in maintaining a reputation of highest personal integrity. His resourcefulness to recognize complex life and financial issues guides affluent families, business owners, and executives to assess and utilize their financial resources to construct a meaningful life. As a "Personal CFO", Ron can help you understanding where you are in your life and how you plan to leave your mark on the future.
Ron actively participates in numerous fundraising activities on behalf of the National Multiple Sclerosis Society. This includes serving on the Executive Board of Trustees for the Greater Illinois Chapter. Ron also serves a Vice-Chairman for the Cohn Weil Golf and Bridge event that annually raises over $600,000 for the fight against Multiple Sclerosis. Ron is an active member of the National Association of Insurance and Financial Advisors, Illinois CPA Society, Financial Planning Association, and Northwestern University Kellogg Graduate School of Management Alumni Association. He is also a member of the Million Dollar Round Table, which is comprised of top financial service professionals worldwide.
Ron enjoys spending quality time with his wife Susan, and their three children Nikki, David, and Danny. When he finds time for himself, Ron enjoys a friendly game of basketball and tennis.
Ron is a registered representative and investment advisor representative of Securian Financial Services, Inc.
* Separate from the financial plan and our role as financial planner, we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them.
