The Team

Caruso & Associates

Our Advisors

Ron Caruso

Ron Caruso

Private Wealth Advisor

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Designations

CFP®, ChFC®, CLU®

Top Areas of Focus

  • Retirement Income Strategies
  • Small Business
  • Executive Compensation and Benefit Strategies

Education

The Ohio State University, Bachelor of Science, Finance 1971, The College for Financial Planning CFP 1984
CA Insurance #0I43021

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Joe Kurelic

Joe Kurelic

Financial Advisor

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Top Areas of Focus

  • Small Business
  • Family Finances
  • Retirement Income Strategies

Education

Stetson University, BBA Finance, minor Electronic Business Technology

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