San Diego State University Alumni, Economics major
Affiliated with National Aging in Place Council & 6 Degrees Networking
Enjoys hiking, kayaking & fitness
He is a IV (th) in his family
Registered CFPA (Certified Plan Fiduciary Advisors)
Will video conference with clients to make it easier
John Ronan is a Southern California native who grew up in nearby Temecula, California. His interest in personal finance began while he was still in college at San Diego State University. While in school, he had the opportunity to participate in an internship program that encouraged him to look deeper into various areas of the field. John obtained his B.A. in Economics and after graduation worked for a real estate finance company. Eventually, he decided to leave the mortgage industry and return to his passion for helping individuals and businesses with their finances.
John first joined Trilogy Financial in 2008 as an Advisor to help individuals pursue their financial goals. For a brief period, John left Trilogy to pursue a career at Waddell and Reed but soon realized that they were not the firm that he wanted to build a career. In 2015, John returned to Trilogy to continue working with individuals and businesses helping them pursue their financial goals.
In the spring of 2017, John obtained his Certified Plan Fiduciary Advisor (CFPA) designation. This designation is rewarded to advisors who will act in a client’s best interest not just making suitable recommendations but by always doing what is right for the client. The fiduciary duty is a core principle for John before there was a fancy title, it is about doing what is right for the client. John enjoys spending free time with his family, hiking, kayaking and relaxing on the beach.
FIRE (Financial Independence, Retire Early) is trending as a new financial lifestyle. FIRE promotes extreme savings in your 20s, 30s and 40s, with the goal of being able to live off passive income from the accumulated nest egg much earlier than typical retirement age.
Preparation for retirement is extremely important, and it extends well beyond finances. That’s why you need to work on your retirement compatibility with your partner way before you stop working.
Retirement is the final chapter to solidify your life’s success. How that looks, though, is entirely up to you.
Financial Life Planning is about actually starting — taking a few good steps in the right direction and then taking a few more.
Financial Life Planning is fundamentally about taking a few good steps in the right direction and then taking a few more. Trilogy Financial has established regional offices from coast to coast with the clear vision of helping millions of Americans pursue financial independence, every day.