Jacob Ronning
Wealth Consultant Retirement Planning Frs Specialist at First Choice Wealth & Retirement
Based in Orlando, United States
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Seniority
Other
Department
Other
Location
Orlando
Industry
Financial Services
Company size
7
Contact information
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j•••••••@firstchoiceretirement.com
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Background
About Jacob Ronning
As a Junior Financial Consultant at Florida Financial Advisors, my role involves aiding senior advisors in managing portfolios and creating financial plans that are tailored to our clients' needs. With a foundation in Business Administration and Economics from Indiana University's Kelley School of Business, I apply a strategic approach to market research and data analysis.My commitment extends to developing meaningful relationships with clients, leveraging my strong interpersonal skills and adaptability honed through diverse experiences in banking and customer service. This dedication is rooted in a passion for contributing positively to our team's objectives and supporting the financial well-being of those we serve.
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