Ron D. Platz, MBA, PhD, CFP®, ChFC®

Ron D. Platz, MBA, PhD, CFP®, ChFC®

Certified Financial PlannerĀ®

Dr. Platz is a Certified Financial Planner™, Chartered Financial Consultant™, and a licensed life, disability, and long-term care insurance producer. He is a Financial Advisor with LPL Financial. LPL Financial is a full service broker/dealer. LPL Financial is a Registered Investment Advisor, providing financial planning and investment advice.

Dr. Platz entered the financial services industry in 1998 and has built a clientele comprised mainly of individuals and small business owners.  As an independent representative, he is able to tailor strategies to individual situations with a variety of investment and insurance products.

After graduating from Truman State University with a Bachelor of Science degree in Industrial Technology, Dr. Platz earned his MBA from Western Illinois University, and a doctorate in Business Administration from California Coast University.  While at Western Illinois University, he earned membership in the honors’ business fraternity, Sigma Iota Epsilon.  In addition, Dr. Platz spent over 20 years in the turbo-machinery equipment industry in various engineering, sales, and management positions.

During his youth, Dr. Platz earned Eagle Scout (1971) in the Boy Scouts of America.

Licensed in the following States:

Securities : AZ, CO, IA, IL, MI, MN, MO, NE, SD

 

CFP Board of Standards CFP 

The CFP certification process, administered by CFP Board, identifies to the public that those individuals who have been authorized to use the CFP certification marks in the U.S. have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients.

CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards which spell out what clients should be able to reasonably expect from the financial planning engagement. These are just some of the reasons why the CFP certification is becoming increasingly recognized.

 

The American CollegeChFC®

ChFC® (Chartered Financial Consultant®): The ChFC® designation has been a mark of excellence for almost thirty years and currently requires nine college-level courses, the most of any financial planning credential. Average study time to earn the ChFC® exceeds 450 hours. Required courses cover extensive education and application training in financial planning, income taxation, investments, and estate and retirement planning. Additional electives are chosen from such topics as macroeconomics, financial decisions for retirement, and executive compensation. ChFC® designees must meet experience requirements and adhere to continuing education and ethical standards.