Ron Reinstein is a wealth manager and financial advisor in Buffalo, NY. He educates his clients on the value of a diversified portfolio. Specifically, he specializes in the accumulation phase of income. Advising clients whom are retired or approaching retirement and ready to discuss the distribution of their assets.
Each client’s portfolios are customized to their individual goals, objectives and risk tolerance by utilizing a method of diversification. Designed to potentially reduce risk by investing in a variety of asset classes.*
Providing clients with high quality services and investment options with minimal constraints is his goal. In March of 2011 he joined The Financial Guys in Buffalo, NY because he recognized the wealth of knowledge that is available in an independent, professional environment that promotes teamwork.
As a part of his graduate work from the Richard A. Wehle MBA program at Canisuis College, he interned at New England Financial. This is where his experience working with a trusted advisor developed his ability to provide financial planning for individuals and families.
Additionally, Ron worked for Securities America, one of the largest independent financial broker dealers in the nation. His desire to work for an independent firm is marked by his freedom to provide a larger variety of investment options that will match his client’s precise goals and objectives.
Ron maintains a diligent practice. This ensures his clients are educated on a continuous timeline in respect to their goals and objectives. He likes to envision the financial world as one giant tool box of opportunity. His education and experience allow him to see the variety of potential tools to help personalize a clients financial plan. Upon determining the correct fit for the client. The education of the tools; pros, cons and cost are conveyed to the client to assist them in making the best decision possible.
Ron is also a Certified Divorce Financial Analyst™
He has met the specific educational and experience requirements set forth by the Institute for Divorce Financial Analysts™.
Ron’s role as a CDFA is to educate a client on what the financial impacts may be on a proposed settlement in the short and long term. As a CDFA, Ron helps the attorney representing the client to make sense of the proposal that has been received. Ron’s role as a CDFA will aid the attorney in providing tools to help prove their case on the financial fairness of a proposed settlement.
In his spare time, Ron enjoys golfing, skiing, and playing hockey. Ron resides in Lancaster with his lovable golden retriever Kaiyan, his fiancée Kym, and beautiful baby girl.
*Diversification does not ensure a profit. It is a method used to help manage risk.