Rivermark Wealth Management Has Joined Falcon Wealth Planning

Falcon Wealth Welcomes Ron Guay CFP®, EA

Professionally, I'm proud to have started and developed two successful career paths to date.  First, in corporate finance, I grew from an entry-level analyst to Vice President and Finance Leader of a large P&L and client relationship.  Then pivoted to personal financial and tax planning, where I started a practice from scratch and built up my business, one very happy client at a time, to a level of sustainable income.  What I've learned on the journey in finance, both corporate and consumer, is my success has been my ability to help clients connect their spreadsheets to their stories.

I'm passionate about helping people improve their financial literacy and I believe I have a responsibility to help the community beyond the clients who hire me.  I plan to allocate a defined portion of my time each year for pro-bono work and to publish free educational content online that helps people level up their financial literacy and make financial decisions that bring them happiness and a sense of fulfillment.