CPA, MBA, DMM
Ron is the Founder of Latz Wealth Care Corp., a company that helps people manage their daily household financial responsibilities (organizing, preparing, filing, paying, estimating, reviewing, reconciling, advocating, monitoring, etc.). He helps people who are elderly, divorced, widowed, incapacitated, or just too busy with family or business.
Having seen the difficulties of family members dealing with illnesses and as they aged, Ron personally helped them keep up with their daily bill paying, paperwork, tax filings and investment tracking responsibilities at home. There are many folks who do not have anyone to turn to nearby that they can trust to manage their financial health. As we all know, financial stress leads to unhappiness, and as a family man with a loving wife of 26 years and 3 wonderful children, Ron understands that maintaining an optimal financial environment is very important to a family’s well-being.
After a successful 38 year career in the corporate world as a CFO and Managing Director in accounting, finance, systems and operations, Ron now focuses on reducing the stress and anxiety people feel when dealing with daily financial responsibilities and allow them to enjoy their lives instead of feeling bogged down and pressured. He also wants to prevent people from being duped by all the fraud and scams, making them aware of what to look out for, what to stay away from, and what measures can be taken so they do not become a victim. Think of Ron as your personal CFO.
During his business career, Ron has been a forward-thinking financial executive, with exceptional expertise in financial planning and analysis, reporting, asset valuation, project management, system and database administration, and capital modeling. With broad experience in many industries and business environments, Ron adapts easily to many varied business situations, while maintaining a flexible and open-minded approach to new ideas in the interest of improving processes, and providing practical and innovative solutions.
Ron is bound by the ethics as a member of the American Institute of Certified Public Accountants (AICPA), New York State Society of Certified Public Accountants (NYSSCPA), and the American Association of Daily Money Managers (https://www.AADMM.com) and holds an MBA in Finance from New York University and a BS in Accounting from University of Delaware.