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Ronald Florance

President
RMF Consulting, LLC
Country or state 
United States
Fee 
Ask for pricing
Languages 
English
Volunteer
Yes

Personal Details

Bio

Ron Florance is a private investment consultant and financial educator with over 30 years of experience in the investment field. Ron founded RMF Consulting, LLC after retiring from Wells Fargo Wealth Management in 2014. At Wells Fargo, Ron was the Deputy Chief Investment Officer responsible for developing and executing investment strategy guidance for high-net-worth individuals, families and philanthropic entities. Ron’s expertise includes Global Asset Allocation, Equity Research, Fixed Income Research, Manager Due Diligence and portfolio design and management. His prior corporate experience included roles at The Vanguard Group, Wells Fargo Nikko Investment Advisors, and The Private Bank at Bank of America.

Ron earned his Bachelor of Science degree in Applied Mathematics and Economics from Brown University and was awarded a Chartered Financial Analyst designation in 1995. Ron is a frequent speaker at industry conferences, a TED speaker, and is quoted nationally and internationally both in print and broadcast media. Ron focuses on fiduciary investment responsibilities and supports the development of financial industry efforts through the CFA Institute, American Bankers Association, and various boards. Ron meets with individuals, foundations, and endowments to evaluate investment needs and strategies

Current position (1)

President

RMF Consulting, LLC

Achievements (2)
TED speaker

Presented TED talk on financial responsibility to TEDx Women's conference in Pasadena.

Deputy Chief Investment Officer

At Wells Fargo, was responsible for developing investment strategy for Wealth Management group, public speaking to promote our strategy and brand, media events, and team member development.

Degrees (1)
Applied Mathematics and Economics
Brown University
1979 to 1983

Presentations

Presentations (3)
Goals Based Investing

How to discuss, develop, and execute true goals based investing.

Global Investing

Just as we are all global consumers, we also need to be global investors. This discussion takes us beyond the traditional global investment strategy, and presents the concepts as a truly global investor, not just a domestic investor with some global diversification.

Investment Industry Ethics

As investment professionals, we need to stop doing what we can get away with, or the minimum required by regulations. We need to start being leaders in ethics and insist on our industry doing what is in our clients' best interest.

  • All (2)
  • Videos (1)
  • Photos
  • Press information (1)
What’s the Money For? | Ron Florance | TEDxPasadenaWomen
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TED talk

Expertise (9)

Leadership
Business
Education
Investment ethics Investments Financial Education asset allocation global investments Goal based investing

Awards & certifications (1)

Chartered Financial Analyst CFA
CFA Institute
1995
Recommendations
Why choose me? 

My passion is to promote ethics and responsibilities. My goal is to provoke meaning dialogue.

Affiliations
Society Speaker Directory
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