(800) 689-4851
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Ronald Guevarra
60005 Campground Rd., Suite 200
Washington Twp., MI 48094
Profession:
Estate Planning, Financial, Insurance
Workshops Offered:
Asset Allocation & Modern Portfolio Theory, Budgeting and Debt Elimination, College Planning, Estate Planning, Exploring Your Options for a Quality Retirement, Financial Blunders - Lessons We Never Learn, Getting Fiscally Fit, Getting Your Financial House in Order, How to Increase Your Health and Wellness, Investing Basics for Women, Investment Concerns in a Fragile Market, Is a Roth IRA Right for You, Legal Lessons for Life, Life Insurance and You, Preparing for Long Term Care, Roth IRA - America's Next New Tax Break, Strategies for a Sustainable Income in Retirement, Stress and Your Health, Tax Planning, Understanding 401K Rollovers, Understanding Critical Disability Issues, Women Approaching Retirement and Beyond
About Me:
Ronald Guevarra has been in the financial services industry for more than 20 years. He has a background in Finance and graduated from the University of Michigan. After graduating, he got his first start with the full-service investment firm - First of Michigan, which is now Oppenheimer. In 2000, he founded First Financial Group USA, Inc. a comprehensive financial services firm. He remains the Chief Executive Officer. In addition, he is founder and Chief Executive Officer of the insurance services firm, First Insurance Group USA, Inc.

He holds his FINRA Series 7, Series 63, Series 65 securities with CoreCap Investments and CoreCap Advisors, respectively, and insurance licenses. As a registered representative and an investment advisor representative he is able to create and manage diverse portfolios for his clients. He specializes in Retirement Planning, Income Planning, Estate Planning and Wealth Planning – accumulation, preservation and maximization.

He is an energetic and motivational seasoned speaker that presents to audiences of all sizes on a variety of financial topics. He is passionate about what he does and it shows. When he is not educating on financial topics, he loves spending time with his wife and two sons. Sports play an important part in his family – he is a Head Coach for Youth Basketball and Youth Football organizations. He is just as passionate about coaching as he is with his profession.

He is a member of the Million Dollar Round Table, Better Business Bureau, NAFA, MBPA, NEA and SOFA – The Society for Financial Awareness “ A Non-Profit National Educational Speaker’s Bureau” President – Greater Detroit Chapter.
Why SOFA?

The Society for Financial Awareness is a nationwide 501(c)(3) non profit public benefit corporation. Our mission is to provide financial education across America, one community at a time. Founded in 1993, we have had the privilege of working with various prominent companies and organizations. Our financial education outreach and years of continued success has provided us name recognition, a reputation of excellence, and most importantly the opportunity to impact lives.

Our members conduct financial education seminars to companies and organizations; satisfying the Department of Labor's requirement, ERISA 404(c). Our seminars are completely FREE of charge and there is no selling of financial products at our events.

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