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Listen "Ron and Jake Rich with Capstone Wealth Advisors"
Episode Synopsis
Ron earned his B.S in accounting from Indiana University. His career in public accounting began in 1980, followed by four years working as a controller and then treasurer of a public company. Since 1987, Ron has been working in the financial services profession, and he became a fee-only advisor in 1993. Over the course of his career, Ron has earned and held the following titles and designations: Certified Public Accountant (CPA®), Certified Financial Planner (CFP®), Chartered Financial Consultant® (ChFC®), and Chartered Life Underwriter (CLU®). He and his wife Judy are lifetime residents of central Indiana and have three children and one grandchild.Jacob joined Capstone at the beginning of 2020 and is dedicated to serving his clients by putting their best interests first as an independent fee-only financial advisor.Jacob earned his B.S in Kinesiology from Indiana University in 2011. While at IU he competed collegiately in both cross country and track and field, earning Academic All-Big Ten every season. Jacob worked successfully in sales and management positions in various industries since graduating and then joined Merrill Lynch as a financial advisor in 2017. There he discovered his passion was helping others manage their personal finances. Jacob has earned and holds the designation of CERTIFIED FINANCIAL PLANNER™.To Contact Ron and Jake RichCall or text [email protected]://www.capstonewa.com/Visit Our Podcast Pagehttps://www.podpage.com/indys-real-estate-gurus/Contact Hard Working Mortgage Guyshttps://hardworkingmortgageguy.com/Rick Ripma NMLS# 664589Call or Text [email protected] Arnold NMLS# 1995469Call or Text [email protected] with Us:For more episodes of Indy's Real Estate Gurus, visit IndysRealEstateGurus.com. Join our community for more insightful real estate discussions, tips, and expert advice. Don’t forget to subscribe to stay updated on the latest episodes! Follow Us on Social Media: Facebook: Indy's Real Estate Gurus Twitter: @IndysREgurus Instagram: @indysrealestategurus Contact Us:Have questions or want to get in touch? Email us at [email protected] or call or text us at 463-223-9592. We love hearing from our listeners! Support the Show:If you enjoy the podcast, please leave us a review on your favorite streaming platform. Your support helps us grow and reach more real estate enthusiasts like you!
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