Ronald C. Lottridge, CFP®
Principal / Wealth Manager
Ronald C. Lottridge delivers goal-based retirement planning solutions to clients at every stage of retirement: accumulation, transition and distribution. Coming from a family of teachers, Ron focuses on translating his insights into a valuable financial education for his clients.
“We don't look at things in a vacuum,” says Ron. “We know how everything works together, both the insurance and the investment side. By seeing the full picture, we help our clients make good financial decisions and work toward achieving their retirement goals.”
Ron earned a management degree from Simpson College in Indianola, Iowa. He is also a CERTIFIED FINANCIAL PLANNER™ professional and holds FINRA Series 6 (Investment Company Products/Variable Contracts Limited Representative), 7 (General Securities Representative), 63 (Uniform Securities Agent State Law Examination) and 65 (Uniform Investment Adviser Law Examination) licenses, as well as Life and Health insurance licenses. Ron is a member of the Board of Trustees for the Denver Waldorf School. He was charter member of the Mile High Country Q & Brew, an annual benefit concert that raises awareness and funds for the Tennyson Center for Children, and is also a past member of the associate board for Big Brothers Big Sisters of Colorado.
Ron lives in Denver with his wife and three boys. In his free time, he enjoys hanging out with his family, fishing, attending sporting events, and hitting the slopes during snowboarding season.