Ron Sages, PhD, AEP®, CFP®, CTFA, EA
Ron joined Eagle Ridge Investment Management, LLC in July of 2017 as a Senior Investment Officer of the firm and as Director of Personal Financial Planning.
A former wealth management entrepreneur for 25 years with 20 years of Money Center Bank experience, Ron earned his doctorate in Personal Financial Planning from Kansas State University in 2012 and his MBA in Finance and Taxation from the University of Connecticut in 1979. His research interests are in behavioral finance, risk management and financial literacy. As a financial planning practitioner and researcher, Ron aspires to bring applied research to financial planning practitioners in an effort to provide practical solutions to client-focused challenges.
Ron is a member of the Stamford (CT) CFA Society, Estate Planning Council of Lower Fairfield County (CT), the National Association of Estate Planning Councils, American Council on Consumer Interests, Financial Planning Association, and the Financial Therapy Association.