Ronald P.


Martinez, CA
Hometown: Martinez

Member since:

December 11, 2011


Why do you love what you do?

I have experienced money woes myself and invested tons of time and money learning banking strategies. Now I want to help people and pass these same strategies on for their benefit.

Why should someone choose you over your competition?

Most financial planners do not offer liquidity and control and I believe when money is involved these are the golden words. I base my business on offering both of these.

Tell me a powerful passionate story of a client you recently helped.

I recently helped a single mother of two set up a family legacy, save money for both kids college and start a retirement fund. All while having access to the money that she is putting away for these life events. She thought their was nothing that she could do and now she has piece of mind for the future. I love telling this story!

How can we help you grow your business in the next 12 months?

By the growth of this wonderful group.

Help others connect with you! What is your website, email address, phone number and office location (if you have one):

No answer yet


I teach people about the living side of life insurance. I opened my own business because people are looking for ways to maximize their money and they are discovering that a lot of strategies that they thought were true are really a lie.

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