OUR TEAM
President & Financial Consultant
Ronald (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 and 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.
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 and a much sought after speaker, He 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.”
Check out Ron’s background as an investment professional on FINRA’s BrokerCheck.
RETIREMENT PLANNING TEAM
Financial Advisor & Certified
Structured Settlement Consultant
EDWARD J. VINES
Financial Planner
Registered Financial Consultant
OPERATIONS TEAM
Director of Operations
Director of Client Services
Director of Sales & Marketing
Operations Specialist
Marketing Communications Specialist
Executive Assistant to Brian Ginty
Administrator, FL Operations
MICHELE DIDONATO
Executive Assistant to Susan Gelok-Cullen