Ronald Saul, CFP®

Ronald Saul II is an Associate Financial Advisor and has been providing financial services to individuals and small businesses for 15 years. He has worked as a Financial Advisor at Vanguard in their asset management services and contributed to the development of several key advising strategies.

In addition, Ron served over 600 households of their high net worth clients with $1M+ in assets. Before Vanguard, Ron was a Financial Services Advisor with Mass Mutual & AXA Equitable, offering financial planning, insurance, and securities for individuals and small businesses.

During the pandemic, Ron decided to direct his knowledge and experience to underserved communities by launching his own Financial advisory firm, Omaris Financial, in 2022. This allowed him to expand financial services and advice to individuals and small businesses with little access to those resources. After building his firm for over a year, Ron has transitioned his practice to Collective Wealth Partners where he can broaden his reach to those communities that need help the most.

Ron earned a BBA in Finance from the Howard University, School of Business.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.