Ronald Samuel & Associates

Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.


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Team photo for Ronald Samuel & Associates
Team photo for Ronald Samuel & Associates

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Advisors

Advisor photo for Ronald Samuel

Ronald Samuel

CRPC, APMA

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Visit Ronald Samuel's website
Advisor photo for Jose Paz

Jose Paz

Financial Advisor

Visit Jose Paz's website
Advisor photo for Adrienne Guerra

Adrienne Guerra

Financial Advisor

Visit Adrienne Guerra's website
Advisor photo for Kyle Talamantez

Kyle Talamantez

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Kyle Talamantez's website


Team

Brandy Erese

Brandy Erese

Financial Planning Specialist

Roles & Responsibilities

  • Financial plan analysis
  • Gathers data from new and existing clients to complete analysis
  • Handles incoming client calls and questions
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Hayden Mennie

Hayden Mennie

Client Service Coordinator