Advisor

Ronald Saul II has spent 15 years providing financial services to individuals and small businesses as a CERTIFIED FINANCIAL PLANNER® professional and Associate Financial Advisor. He previously served as a Financial Advisor at Vanguard in their asset management services division, where he contributed to the development of key advising strategies and served over 600 high-net-worth households with assets exceeding $1 million.

Prior to Vanguard, Ron worked as a Financial Services Advisor with Mass Mutual and AXA Equitable, offering financial planning, insurance, and securities services to individuals and small businesses.

In 2022, Ron founded Omaris Financial to extend financial services and guidance to underserved communities with limited access to wealth management resources. He has since joined Collective Wealth Partners to broaden his reach and impact.

Ron earned his Bachelor of Business Administration in Finance from Howard University’s School of Business.