Ronald Seroda CPA (1951-2022)

In remembrance of our late CEO, Ronald Seroda CPA 

"We offer you everything that a prime brokerage offers in terms of products, and services while maintaining a level of personal service that is hard to come by with the big firms."

-Ronald C.Seroda (1951-2022)

Ronald was so proud of every client relationship that was fostered and nurtured in his over 20 year tenure as Life Planning's CEO. We will always strive to honor his legacy!