One-Page Financial Plan - Mini Course

Ronn Yaish is the founder of Balanced Financial Life, an online personal finance education community. This new “entity” was established in 2019 and offers; educational content and discussions/engagement via courses, online presentations, articles, reviews and webinars.

Professional:

Ronn is the Managing partner of Yaish Financial, a wealth management and financial planning boutique firm located in New Jersey. Being a NJ registered Investment Advisor, Ronn may work with clients throughout the United States (except Louisiana and Texas). Many clients appreciate the high tech high touch personal approach of Ronn Yaish’s firm, this allows him to utilize technology to connect and share with his clients and prospective clients regardless of their location. (the term some like to use is location independent).

Ronn earned a Masters degree in Education from Loyola University Chicago and an MBA with a concentration in Finance from Seton Hall University. (as an aside, I really enjoyed living in Chicago, my family considered relocating there permanently!)

In addition to being a Financial Advisor/Wealth Manager, Ronn is licensed in several states to sell Life Insurance.