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Ronnie Soto, MBA

Ronnie Soto has over three decades of money management experience with fifteen years as an Investment Advisor Representative. As an independent advisor, he fully embraces the ability to apply holistic approaches to client portfolio strategies. 

In prior years, Ronnie served as the Director of Victim's Assistance with the District Attorney's office and Grant Reviewer for the US Department of Justice in the Office on Violence Against Women. In addition, he has taken on many career roles including educator, consultant, and community leader.

This multi-faceted background has extended to Ronnie's career as an Investment Advisor Representative. He strives to help clients identify and build a solid financial foundation while working alongside them to attain and strengthen the goals that matter most.

Ronnie has a unique perspective as an advocate for investors who have chosen careers in the healthcare field, particularly employees of Salem Health. Salem Health’s mission of supporting the health and well-being of the community aligns with his passion for working with clients to improve their future.

Schedule a call on Ronnie's calendar by clicking the button below to discuss aligning your finances today so that you may begin designing a better future tomorrow.