Ron A. Pac
CFP®, AEP®, ChFC®, RICP®
Ron is the Co-Founder and Managing Partner of Trivium Point Advisory, a distinguished professional with over 15 years of experience in wealth management, accounting, and business advisory services. Ron’s professional designations, including Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), Retirement Income Certified Professional (RICP), Accredited Estate Planner (AEP), and an accreditation in tax, underscore his commitment to excellence and expertise in the industry.
Ron co-founded Trivium Point Advisory with George Gerhardt, with a mission to challenge the norm in the industry. He recognized that the demands and complexities faced by today’s individuals and businesses required a new level of service that transcended conventional boundaries. With this vision, Ron and George embarked on a journey to create a firm that not only offers the finest in wealth management and accounting but also extends its reach into the intricate realm of business advisory services.
At Trivium Point Advisory, Ron plays a pivotal role in managing the firm and tackling complex cases that require the seamless integration of our three core verticals. His hands-on approach ensures clients receive tailored solutions that address their unique financial needs and objectives.