Ronald Dietz, CPWA^®, CIMA^®, CMFS

Ron’s passion revolves around educating and helping clients in the realm of finance and he has been doing so for over 17 years. In order to help facilitate this, Ron has spent time attaining the following industry designations. In November of 2022, Ron achieved the Certified Private Wealth Advisor (CPWA®) certification, administered by the Investments & Wealth Institute and taught in conjunction with the Yale School of Management. The Certified Private Wealth Advisor (CPWA®) certification is an advanced credential created specifically for financial professionals who work with high-net worth clients.

In February of 2023, Ron was able to attain the Certified Investment Management Analyst (CIMA®) designation, which is also administered by the Investments & Wealth Institute and taught in conjunction with the Yale School of Management. The Certified Investment Management Analyst (CIMA®) focuses on multiple disciplines: investments, portfolio theory and behavioral finance, risk and return, portfolio construction and consulting process and fundamentals. Ron also completed training in the area of retirement planning offered by the Boston Institute of Finance, by earning the CMFS, in 2010.

For over 13 years, Ron had the privilege to collaborate with Financial Advisors across the Wirehouse, Independent, Hybrid RIA, Institutional and RIA channels as an Investment Consultant with Calamos Investments, a global firm specializing in investing in Convertible Securities, Growth Equity and Alternative Investments. Ron graduated from Carthage College with a double major in Accounting and Business Administration while also a member of both the Football and Track & Field Teams. Ron is married, with a daughter and son. When not helping clients, Ron enjoys all things sports related, great food and wonderful time with family and friends.