Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Ronnie J. LaBarbera
With over 30 years of experience in the financial services industry, I have dedicated my career to assisting clients with their financial planning and investment management needs. My primary focus lies in Lifestyle and Longevity Planning, where I specialize in helping individuals position themselves for a successful financial outcome. Witnessing people successfully transition into retirement is what truly motivates me. I find immense joy in guiding clients through the decision-making process and implementing strategies that enable them to retire comfortably.
Throughout my journey, I have had the privilege of working at esteemed institutions such as Charles Schwab and Fidelity Investments, honing my expertise in the field. Over the years, I have obtained various licenses to better serve my clients. In 1991, I acquired the California Life and Health Insurance License, followed by the Property and Casualty Insurance License. These licenses have allowed me to provide comprehensive financial guidance to my clients. Prior to beginning my career, I obtained a Bachelor of Science in Business Administration from California Lutheran University in 1988.
Originally hailing from Tarzana, California, I currently split my time between Woodland Hills and Fresno. For the past 30 years, I have been happily married to my wife, Ninette. Together, we are proud parents to three talented daughters – Katherine, Isabella, and Danielle – who are all embarking on their own promising careers. When I'm not assisting clients or delving into the intricacies of financial planning, you can find me indulging in my love for outdoor activities. Mountain biking, snow skiing, and trout fishing are just a few of the pastimes that bring me joy and help me unwind.