Five Star award winner Ronald Gulaskey

PROFESSIONAL PROFILE

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Ronald Gulaskey

Certified Financial Fiduciary^®, CEO

Retire Right Wealth Management

5506 Irwin Simpson Rd

Mason, OH 45040

Office: 513-722-9222

rrwmgroup@gmail.com
www.rrwmgroup.com

Professional Approach

About Ron

Ronald J. Gulaskey was raised in Western Pennsylvania where he obtained a Bachelor of Science at Penn State University. In 1996, Ron moved to Loveland, Ohio where he now resides with his family. Ron has over 30 years of experience in investing. He is licensed as a Certified Financial Fiduciary® and has established his own retirement planning company, Retire Right Wealth Management.

Retire Right specializes in working with, retirement income planning with protected, safe investing, creating lifetime income streams, and protecting assets from large losses. He is diligent in helping his clients achieve their long-term financial goals while utilizing an active management approach. He understands that his clients are the most important part of his firm and provides personalized recommendations when matching clients with the right financial strategies and services.

As a Certified Financial Fiduciary® he believes in, integrity, full disclosure, and loyalty. Your individual needs and interests will always come first. This applies personally and professionally. Ron maintains a high level of Fiduciary duty to his firm. Acting in the best interest of the client and making appropriate recommendations helps serve the client to achieve their long-term financial goals, in a manner that is pleasing to them. In addition to developing a custom financial strategy for each client, he conducts regular meetings to review performance, reconfirm financial goals, and adjust as economic or lifestyle conditions warrant. Ron advances his education by continually training on new systems and products available. This allows him and the firm to keep up with financial changes and trends.

Ron has been happily married to his wife Rebecca for 25 years. She works as a Senior Director for Procter & Gamble. He is the proud father of two children, his son Hunter (18) who will be attending the University of Cincinnati, and his daughter Cadence (21), who is graduating from the University of Cincinnati as a Chemical Engineer with a master’s degree in business.

Credentials Include:

Series 7 - SIE
Series 63
Certified Financial Fiduciary®
Ohio License #623796
NPN #7658644
Securities License #3128546

See Accomplishments

This award was issued on 9/1/24 by Five Star Professional (FSP) for the time period 12/12/23 through 7/9/24. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 1596 Cincinnati-area wealth managers were considered for the award; 200 (13% of candidates) were named 2024 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2023: 1,649, 240, 15%, 9/1/23, 12/12/22 - 6/30/23; 2022: 1585, 230, 15%, 9/1/22, 1/3/22 - 7/1/22; 2021: 1357, 216, 16%, 9/1/21, 12/14/20 - 7/9/21; 2020: 1406, 216, 15%, 9/1/20, 12/2/19 - 6/12/20; 2019: 1371, 238, 17%, 9/1/19, 11/19/18 - 6/28/19; 2018: 1413, 239, 17%, 9/1/18, 12/20/17 - 7/19/18; 2017: 985, 288, 29%, 9/1/17, 12/21/16 - 6/29/17; 2016: 918, 368, 40%, 8/1/16, 2/10/16 - 7/25/16; 2015: 1667, 427, 26%, 9/1/15, 2/10/15 - 7/25/15; 2014: 2082, 483, 23%, 9/1/14, 2/10/14 - 7/25/14; 2013: 1367, 509, 37%, 9/1/13, 2/10/13 - 7/25/13; 2012: 1265, 477, 38%, 9/1/12, 2/10/12 - 7/25/12.

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Retire Right Wealth Management is a State of Ohio registered investment adviser. This is not an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any investment strategy. Past performance is not indicative of future performance.

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.