Ron Dokus, CFP

For over 30 years, Ron has been providing clients with financial services, including Investment, Insurance, Estate Planning and, of course, Tax Strategies. Ron earned the designation of Certified Financial Planner in 1995.

Before beginning his career in Wealth Management, Ron earned an Accounting degree from Northeastern University. While completing his studies, he gained hands-on experience at Coopers & Lybrand, where he joined full time in 1985. After seven years as a practicing CPA, he expanded his expertise by joining Park Avenue Securities, Inc.

He later founded his own firm, Dokus Financial Partners, LLC. As his role evolved and he became a fiduciary, he merged the firm into his current venture — Collaborative Wealth Advisors, a Registered Investment Advisory (RIA) firm.

Ron provides each client with their own personal financial website through the Living Balance Sheet where he designs cash flow strategies. Costs and inefficiencies are identified and these savings are put back on the client’s balance sheet, improving their overall financial well being.

Clients who came in for a second opinion, or to confirm that they were “all set”, validate our process by referring family and friends. You don’t have to be a referral to have an evaluation. Just call to get started, 617-797-2100.