About Ron
Account Minimum: $5,000 for funds or IRAs; Managed Accounts: $50,000.
Socially Responsible financial management, college savings, IRA account services. Individuals, organizations, and religious communities nationwide. Large clientele in California and Midwest. Interviewed for Barron's, ABA Journal, NY Times. Encourages new investors.
The Social Equity Group and Western International Securities are unaffiliated entities. Securities and investment advisory services offered through Western International Securities, member FINRA/SIPC.
Education
Masters
Licenses
Series 6
Series 63
Series 7
IBF Designations
CFS®
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Certified Fund Specialist
Deep, practical knowledge of mutual funds, ETFs, and managed portfolios.
Interested in earning an IBF designation? Explore all programs
At a Glance
IBF Designations
1
Member Since
1993
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Practitioner-Reviewed education since 1988
Profile verified · March 2026
Understanding Credentials
What makes an IBF-designated advisor different?
1988
Established track record
Founded by a practicing financial advisor who believed designations should teach practical skills, not just theory.
CE
Ongoing requirement
IBF-designated advisors maintain credentials through continuous education, keeping knowledge current.
501(c)(3)
Nonprofit education
Focused on advisor education and professional development. Content reviewed by practicing advisors and SMEs.