Ron brings over 30 years of experience in tax, accounting, and business transactions. Ron manages a broad range of personal wealth matters, including pre-IPO liquidity planning, stock options taxation, complex tax planning and compliance, wealth transfer strategies, real estate transactions, and charitable planning.
Prior to Catalyst Family Office, he joined myCFO in 2000 as a Managing Director, where he was responsible for the Palo Alto office and was a member of the firm’s executive operating committee. Ron was myCFO’s national practice leader for Family Office Services, where he was responsible for deliverables, service offerings, and enterprise-wide delivery of integrated family office solutions.
Ron’s background also includes over a decade in tax at Arthur Andersen LLP. His deep experience allows him to combine his tax and extensive business knowledge to provide clients with a single comprehensive wealth management resource.
Ron is a CPA and holds membership at the American Institute of CPAs and the California Society of CPAs. He earned a bachelor's in Accounting and Business Administration from Fresno State University. Ron is an honorary member of Beta Alpha Psi, a national accounting fraternity, and has served as an accounting area board member at the Orfalea School of Business at Cal Poly for over 20 years.
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