Ronald Saul II, CFP® Omaris Financial, LLC
- 4 Tower Bridge, 200 Barr Harbor Dr, Suite 400, Conshohocken, PA 19428
- (267) 388-0937
- vasb@bznevfsvanapvny.pbz
- http://omarisfinancial.com/
About Ronald Saul II, CFP®
Ronald Saul II (Ron) has been providing financial services to individuals and small businesses for over a decade. Ron founded Omaris Financial to help equip as many people and families as possible with the tools to achieve financial flexibility – with the goal of future-proofing their financial plan.
Prior to starting Omaris, Ron worked as a Financial Advisor in Personal Advisor Services at Vanguard and contributed to the revision of several key advising strategies. Before Vanguard, Ron was a Financial Services Advisor with Mass Mutual & AXA Equitable, offering financial planning, insurance and securities for individuals and small businesses.
Ron earned a BBA in Finance from the Howard University, School of Business. He holds the designation, CERTIFIED FINANCIAL PLANNER™. When he isn’t working, Ron enjoys spending quality time with his wife and toddler son, and playing strategy board and video games.
Ideal Clients
- African Americans
- Family Financial Planning
- Retirement Planning
Ways Advisor Charges
- Monthly Fee
- Flat Fee
- Assets Under Management
Fee Options
- Monthly Fee: $100+/mo
- Flat Fee: $300+/engagement
- Assets Under Management: 0.75%
