Why at LCM:
Ron Latin is a Founding Principal of Liberty Capital Management, Inc.
Ron helps individuals and families develop plans to reach their life’s goals and dreams. As an avid sailor, he recognizes that no wise sojourner embarks on a lifelong cruise without charting a detailed course. With a written plan and regular monitoring, his clients are better prepared to navigate life’s challenges and unexpected turbulence and arrive safely to their intended destination.
Ron follows a proven wealth management process that includes Discovery, Evaluation, Recommendation, Implementation and Monitoring of the agreed upon plan with a focus on biblical principles. He helps clients evaluate their investment, risk management, tax, and estate planning strategies to assure that they align with his clients’ objectives and values.
A key objective for Ron in all of his client relationships is to guide clients in their pursuit of financial stewardship. His Strategic Generosity concept enables clients to give more generously to the causes and organizations about which they are passionate. This process may also enable clients to reduce income and capital gains taxes and increase their personal cash flow and wealth.
EDUCATION:
Ron was educated at the USAF Academy in Colorado Springs, CO and Chapman University in Orange, CA. He earned a B.A. degree in History at Chapman. He achieved his Certified Financial Planner credentials in 1986.
LICENSES:
Ron holds Series 7, 24, 63, 65 securities licenses. He offers investment advisory services through Royal Alliance Associates, Inc., a registered investment advisor. He holds Life, Disability and Variable Contracts licenses.
PROFESSIONAL ASSOCIATIONS:
Certified Financial Planner®, Certified Kingdom Advisor®*, Advisors in Philanthropy, Estate Planning Council of South Orange County
STATE REGISTRATIONS:
CA, WA, ID, AZ, CO, TX, MO, GA, MD, NV
FAMILY:
Ron and his wife, Cindy, have been married for 44 years and reside in Laguna Niguel, California. They have 3 children and 5 grandsons. Ron enjoys ballroom dancing with Cindy, sailing, and pickleball.
*Certified Kingdom Advisors® is a professional membership community that incorporates biblical principles in the advice they give to clients. The issuing organization is Kingdom Advisor, Inc. Additional information is available at kingdomadvisors.com.