Ron Birnbaum has been an independent financial professional since 1993. He specializes in estate and financial planning for high net worth clients while implementing tax efficient strategies.
His vast knowledge of financial planning topics extends to qualified accounts (401k, SEP, IRA, Keogh, Roth IRA, etc.), alternative investments, retirement planning, reducing taxes, income generation, and Real Estate securities. Ron’s extensive experience in estate planning helps clients to navigate through decisions regarding retirement assets while also creating a living legacy for their heirs. In addition to being a Massachusetts licensed insurance agent, Ron has also been providing 1031 replacement properties for his clients since 2003. He has formulated an investment platform, the Modified Endowment Program, that allows his clients to invest like the highly profitable University Endowments, in a variety of non-traded securities which many advisors do not have access to. His Modified Endowment Program allows clients to invest in similar assets to Institutional Investors.
Ron has earned three credentials in the industry from The American College:
- CLU Chartered Life Underwriter®
- ChFC Chartered Financial Consultant®
- CASL Chartered Advisor for Senior Living®
Ron is affiliated with Advisory Group Equity Services, a FINRA broker dealer. Ron has FINRA Series 6, 7, 63 and 65 registrations. He is also an Investment Advisor Representative for Trust Advisory Group.
Ron has been heard on several Boston area radio stations as co-host of ‘Financial Insights’ on Boston Talks, WTKK-FM (96.9); and as host of ‘The Financial Consultants’ on business station WBIX 1060AM.
Ron is one of the nation’s very first brokers to join and participate in the national association of non-traded securities, now known as ADISA. His unique knowledge-base of real estate, 1031 exchanges, and macro-economics give him a very detailed understanding of 1031 replacement properties. Ron has long-standing relationships with many quality 1031 real estate replacement property providers.