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Mobile 914-560-6184

Based in Westchester County, NY and serving the NY Metropolitan area 

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About Ron Latz

Reducing the Stress and Anxiety in dealing with Daily Financial Activities

After working for 38 years in the corporate world in accounting, finance, systems and operations, Ron now wants to make a difference and help those who are unable to manage their day-to-day household finances. This entails helping them with all of the related activities such as organizing, preparing, filing, paying, estimating, reviewing, reconciling etc.

Ron's goal is to make you feel comfortable and reduce the overwhelm as it relates to your daily financial responsibilities. He also wants to prevent you from being duped by all of the fraud and scams by making you aware of what to look out for, what to stay away from, and what measures you can take so you do not become a victim.

Ron has been blessed with parents and in-laws who have lived long lives. Though as they aged and dealt with illnesses, he has seen the difficulties they had in keeping up with their daily financial responsibilities at home. Fortunately, he was able to help them in managing those responsibilities and keep the bill paying, investment tracking, paperwork, insurance and tax filings current.

This significantly reduced their fear around their financial responsibilities and allowed them to enjoy their lives instead of feeling bogged down and pressured. 

Many folks do not have anyone to turn to that they can trust. As we all know, financial stress leads to unhappiness, and as a family man with a loving wife of 25 years and 3 wonderful children, Ron understands that maintaining an optimal financial environment is very important to a family’s well-being.

Ron Latz, CPA, MBA, DMM

Experienced Financial Executive

After working for 38 years in the corporate world as a CFO and Managing Director in accounting, finance, systems and operations, Ron now wants to make a difference and help those who are unable to manage their day-to-day household finances.

This entails helping them with all of the related activities such as organizing, preparing, filing, paying, estimating, reviewing, reconciling, advocating, etc. Ron's goal is to make you feel comfortable and reduce the stress from your daily financial responsibilities.

 

He also wants to prevent you from being duped by all of the fraud and scams by making you aware of what to look out for, what to stay away from, and what measures you can take so you do not become a victim.

Ron has been blessed with parents and in-laws who have lived long lives. Though as they aged and dealt with illnesses, he has seen the difficulties they had in keeping up with their daily financial responsibilities at home. Fortunately, he was able to help them in managing those responsibilities and keep the bill paying, investment tracking, paperwork, insurance and tax filings current.

This significantly reduced their fear around their financial responsibilities and allowed them to enjoy their lives instead of feeling bogged down and pressured. 

Many folks do not have anyone to turn to that they can trust. As we all know, financial stress leads to unhappiness, and as a family man with a loving wife of 25 years and 3 wonderful children, Ron understands that maintaining an optimal financial environment is very important to a family’s well-being.

Experienced Advisor

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 able to understand financial problems and work with clients and their certified professionals to come up with viable solutions and practical approaches to simplify and reduce the complexities associated with personal finance management.

Trustworthiness, integrity and dependability are Ron's highest values. He wants to help people and have them feel secure in his care of their personal finances. He is hard-working and disciplined, personable, considerate and an active listener.

Combining Ron’s background with his commitment to helping you manage your financial health and wealth, enables you to have a trusted guide to ease your way through this challenging journey and relieve your financial stress.

Let's get you focusing on the things that matter most to you and bring you joy without feeling the burden of taking on responsibilities that overwhelm you.