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Brandon Ronca, Private Wealth Advisor serving the Orlando, FL area - Ameriprise Advisors

Brandon Ronca

CFP®, BFA, CRPC, CLU®, RICP®, APMA, ChFC®, CLTC®

Private Wealth Advisor

Nona Wealth Advisors
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 24 reviews

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investments
  • Insurance
  • Estate Planning Strategies
  • Retirement Plan Distribution
  • Small Business
  • Family Finances
  • Saving for Education
  • Charitable Giving
  • Employee Stock Options

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • BFA™ Behavioral Financial Advisor
  • CRPC™ Chartered Retirement Planning Counselor™
  • CLU® Chartered Life Underwriter®
  • RICP® Retirement Income Certified Professional®
  • APMA™ Accredited Portfolio Management Advisor™
  • ChFC® Chartered Financial Consultant®
  • CLTC® Certified Long Term Care

Education

  • University of Massachusetts Amherst, BS in Political Science and BS in Legal Studies, 2004

Awards & recognition

  • Nona Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2023
  • Forbes Best-in-State Wealth Advisors, 2021 - 2023
  • Ameriprise Circle of Success, 2008, 2010 - 2023
  • Nona Wealth Advisors, Ameriprise Client Experience Award, 2020 - 2023
  • Forbes Best-in-State Next-Generation Wealth Advisors, 2019
  • Forbes Top Next-Generation Wealth Advisors, 2018
  • Five Star Wealth Manager, 2012 - 2016

Community participation

Volunteer for Orange County Animal Services

Homes For Our Troops- Pro bono Financial Planning for Wounded Veterans

www.hfotusa.org

Interests

  • During my free time, I enjoy spending time with my wife, Ashley, our son, Brandon Jr. and our three dogs. I love golfing with and hanging out with our friends. I also enjoy working out/lifting weights, running and watching all things Boston sports-related, especially the New England Patriots.

Honored to be recognized in Forbes

It’s a privilege to help our clients and their families feel more confident and in control of their financial lives. Because of their loyalty, I’ve been named on the 2023 Forbes Best-in-State Wealth Advisors list. I’m so grateful for this honor, for my clients’ trust and for the dedication of the entire Nona Wealth Advisors team. This achievement would not have been possible without you.