E X P E R I E N C E

Ronald W. Lwin has over fifteen years of experience in the Financial Services Industry.  As a Financial Planner, he provides personalized independent planning services with comprehensive investment strategies that are designed to help pursue specific financial goals for investors. 

Before founding WYNN FINANCIAL SERVICES, Ronald was a Regional Manager for Atlas Securities, Inc. where he was responsible for Financial Advisors within the “South Bay and East Bay” regions.  Prior to Atlas, he helped his clients with managing their wealth as a Financial Advisor for Morgan Stanley.

Ronald maintains an active California Realtor’s license and has been a practitioner of real estate for 10 years.  Having spent nearly four decades in California, he is cognizant of the dynamic evolution of California real estate and bridges his investment and real estate experience to develop truly diversified portfolios for his clients.

Ronald holds Securities licenses SERIES 7, 9, 10, 24, 63, & 65 in addition to a California Insurance license.  He earned his Bachelor’s of Science in Finance from The School of Business and Economics at California State University, Hayward.