Edward R. Ronan, CFP®
Trusted Advice - Exceptional Service
Ed has been with Bay Financial Associates since 1999. In 2016, Ed began managing a branch of Bay Financial called First Line Financial.
First Line Financial, LLC is a boutique wealth and financial management firm dedicated to competently and ethically guiding clients towards their financial goals. It all starts with the construction of a financial plan that is specific to their needs. Financial planning is an evolving process and not a singular event and over time can grow in clarity, purpose, and meaning. Additionally, First Line wants to simplify the financial lives of clients by managing their investments and helping them build portfolios that have been constructed to specifically work towards their goals. It all works together! Lastly, we do this work with a well-balanced approach between living fully today and planning intelligently for tomorrow.
Check out Ed’s In the Locker Room page for much more information (Click here).
Financial Planning offered through Bay
Financial Advisors, A Registered Investment Advisor
and separate entity from LPL Financial. Securities
offered through LPL Financial, Member FINRA/SIPC.