Ron is a licensed New Jersey attorney and a member of the Elder Law and Real Property, Probate & Trust sections of the New Jersey State Bar Association. Much sought after as a speaker, Mr. Gelok has appeared on radio and television discussing a host of financial planning issues.
Ron is known for making complex retirement planning issues clear and easy to understand. His clients often find that, after working with him, they have moved significantly forward in their planning, simplifying their finances and obtaining more peace of mind about their financial future.
Ms. Berg is author of 14 finance books including “How Not To Go Broke at 102”. Her publishing house, Wealthbuilder is creator/publisher of The Wealthbuilder Newsletter, “Critical Path Success Method of Business Development,” and contributor to “Marketing to Boomers and Beyond.” She has made numerous TV and radio appearances on Fox, OPRAH, Regis, Good Morning America on issues of personal finance. She currently co-hosts Generation Bold Radio--The Fountain of Truth and hosted Money Talks on WABC.
Ronald Gelok & Associates
Ronald Gelok & Associates is a Registered Investment Advisory firm servicing New York and New Jersey, and for convenience meetings with clients for Investment Advisory Services only, Naples, Florida. Founded in 1993, we have developed our business by reaching out, nurturing and maintaining close, trusting relationships with each of our clients.
- The 7 Big Questions
- Income Gap Caluclator
- Blind Spots
- Goal & Tax Calculator
- Family Tree Asset Check
- Worksheets & Streamlined Paperwork
- F.E.A.R. Factor Quiz