Ron serves as the Managing Director for Common Sensonomics Wealth Management in Menlo Park where he manages the primary client relationships and runs the quantitative analytical investment portfolios. He is most proud of his algorithmic-based tool called EQUANT (Economic Quantitative Analytical Tool) that was built in 2000 in order to help analyze economic and market trends.
He has run his quantitative-based wealth management firms since 2001. Prior to this, he worked as an analyst for an international venture capital investment firm based in Mountain View and Long Beach, California. Ron has been recognized in the industry for prescient economic and market cycle timing in past recessions and has spoken to advisors at advisor-conferences about his quantitative analytical successes. He holds the following industry credentials: CIMA, CFP®*, CRPC**, and was recognized as a Subject Matter Expert by helping to create Level 2 examination questions for the CIMA credential in order to attain ANSI accreditation. Ron has studied finance and participated in the Advanced Finance Program and is an alumni of Wharton School of Finance at University of Pennsylvania, and is an alumni of University of California at Irvine. He also serves as a current Board member of Yu Ai Kai, a non-profit serving the senior community, and is a past Board member of Society of Financial Service Professionals, past Investment Committee member of the Board of Certified Financial Planners, and past Board member of Menlo-Atherton Little League.
Ron is an active member of the National Association for Business Economics and has completed the NABE Econometric Analysis program. He completed the CIMA program through the Wharton School of Finance, completed the Personal Finance Program (CFP program) through the University of California at Santa Cruz ext program. He is also an active member of CMT association, California Society of CPAs, and Peninsula Estate Planning Council of California.
*Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification mark , CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification mark.
**CRPC conferred by College for Financial Planning.