Beating the F.E.A.R. Factor

15 Minutes to Your Ideal Retirement

ABOUT Us

RGATeam.jpg

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.

To schedule a time to discuss your financial future, please contact us at info@ronaldgelok.com or call us at (973)917-4556 today!

 

Ron Gelok - President & Financial Advisor

 
 

Adriane Berg - Director of Life Long Income & Lifestyle

 
   
   

Ron.jpgRonald (Ron) Gelok is President of Ronald Gelok & Associates. He is an active member of the Financial Planning Association with over 20 years of financial services experience.

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.

He expresses his creative side and commitment to financial education in his collaborative book with Steve Forbes, “Successonomics,” and his seminal work on retirement strategy co-authored with Thomas J. Smith, JD “Retirement Rescue.”

Mr. Gelok holds insurance licenses in several states, including New Jersey, Pennsylvania, North Carolina and Florida, as well as Series 6, 7, 24 and 66 securities licenses. He is a Registered Representative of GF Investment Services, LLC, Member FINRA/SIPC, and an Investment Advisor Representative of Global Financial Private Capital, LLC, an SEC Registered Investment Advisor, 2080 Ringling Boulevard, Sarasota, Florida, 34237. 

 

Adriane.jpgAdriane Berg is the Director of Lifelong Income and Lifestyle Planning for Ronald Gelok & Associates. She offers clients special assistance in crafting their retirement plans and funding them with secure and lasting strategies.

Adriane co-hosted the Ronald Gelok Retirement Power Hour with Ron on WCTC 1450 AM and is presently host of Generation Bold, The Fountain of Truth, heard weekly on the BizTalk Radio Network. She co-authored the book “Beating the F.E.A.R. Factor” with him as well. She has had appearances on Oprah, Good Morning America, and Regis, and was named to the U.S. Treasury Committee on Financial Communication and won an Emmy for her TV show, IRS Tax Beat.

In 2002, Ms. Berg founded Generation Bold, a leader in financial communication with the boomer, mature adult, and family fiduciary. Since then, she has trained hundreds of financial advisors, lectured at USC at Davis, and the American Institute of Financial Gerontologists.

Adriane is a recognized innovator in the quest for successful aging, care giving, self-care, and environments in which we thrive as we age. She is renowned in the financial industry for her innovation in creating Longevity Planning, a concept for investing throughout the age continuum.

 
   
           
           
   

Morgan Kelly Curran - Director of Operations

   

Joel Molnar - Chief Financial Officer & Director of Tax Planning

   
   

Morgan.jpgMorgan Kelly Curran is the Director of Operations of Ronald Gelok & Associates. Morgan oversees and assists the Operations Team, while working closely with Ron to systematize & implement operational procedures, as well as overseeing the New Business Department.

Morgan’s primary role is working alongside our team to ensure maximum productivity and efficiency. She ensures that our clients’ accounts are established in good order.

Morgan is an invaluable asset with over five years’ in financial analysis, execution and administration of business development projects, and providing the ultimate client concierge experience.

   

Joel.jpgJoel Molnar is a Certified Public Account (CPA) with over 30 years of accounting and taxation experience. He has a Masters in Business Administration with concentrations in Economics and Finance. Joel holds degrees in Financial and Estate Planning as well as Corporate Taxation.

At Ronald Gelok & Associates, Joel prepares taxes, models, and projections that assist clients by informing them of current & future strategies regarding their financial future. He is a member of the American Institute of Certified Public Accountants and an active supporter of The Knights of Pythians, which raises money for Deborah Hospital.

Joel’s success in planning our clientele’s finances spans decades through his Accounting Firm, Molnar, Revilla & Company, to which he is still an Executive Partner. He brings a wealth of tax planning experience and knowledge to Ronald Gelok & Associates.

   
           
           
           
           
           
           

CONTACT US

  • This email address is being protected from spambots. You need JavaScript enabled to view it.
  • www.ronaldgelok.com
  • (800)467-8152

LOCATION


  • 2001 US Route 46 East
  • Suite 511
  • Parsippany, NJ 07054

 

Advisory services offered through Ronald Gelok & Associates, LLC, a Registered Investment Advisory firm registered with the State of New Jersey and the State of Florida.

Ronald Gelok & Associates proudly offer financial services such as Tax Free Retirement, Retirement Planning, Indexed Life Insurance, Univeral Life Insurance, Retirement Income, Tax Free Living in Parsippany, New Jersey and New York area.

Copyright © 2018. All Rights Reserved.