Ronald Verbeck
Ronald Verbeck is a CFP-designated registered investment advisor at Rcv Financial Services, based in Valencia, CA, with 32 years of industry experience. Ronald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 1 more.
Compensation
Firm Size
IM Fee
Fee Structure
RCV Financial Services offers financial planning services for an hourly fee of $250.00 per hour (billed in 15-minute increments) or a flat fee ranging from $500.00 to $10,000.00 per project, depending on the complexity. All fees are negotiable.
Location
25152 Springfield Court, Suite 345, Valencia, CA, 91355
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Ronald is the President/CCO of Wealth Planning Group, Inc. and the owner of RCV Financial Services. He also owns rental property and works as a life and health insurance sales agent about 10-20% of his time.
Employment History
Current Registrations
Rcv Financial Services
Wealth Planning Group, INC.
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
LPL Financial LLC
Strategic Wealth Advisors Group
LPL Financial LLCBroker
LPL Financial Corporation
Associated Securities CORP.
Associated Securities CORP.Broker
Royal Alliance Associates, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.