2 Corpus Christi Place,
Hilton Head Island,
Ronald S. Latin, CFP ® CKA ®
For four decades, Ron Latin, Founding Principal of Liberty Wealth Management, LLC, has helped individuals and families create plans and implement strategies that assist them in building abundant and impactful lives that reach across generations.
As an avid sailor, he recognizes that no wise sojourner embarks on a lifelong cruise without charting a detailed course. With a written plan and regular monitoring, his clients are better prepared to navigate life’s challenges amid unexpected turbulence and arrive safely at their intended destination.
Ron’s understanding of the importance of planning and charting a course is first-hand and personal. In 2019, Ron and his wife Cindy, left their Southern California home of 35 years and sailed from Miami to Boston and back over 12 months, including a 6-week excursion in the Exumas. The journey required planning and teamwork and a firm reliance on God’s provision to successfully navigate the adventure of a lifetime.
Leading by example is at the heart of Ron Latin’s practice and guides all he does for his family and clients. Ron also practices this “lead by example “approach in his personal charitable giving. His philanthropic core values are the foundation for the refreshing approach he takes to financial planning. Ron helps his clients not only grow their wealth but steward a portion of it toward accomplishing good in the world. He challenges his clients to connect their charitable intentions and resources with causes and organizations that share their values — things that truly matter in their hearts.
Ron and Cindy, his wife of 45 years, have a daughter, two sons, and five grandsons. They recently moved from Southern California to the East Coast to be close to our family.
Ron was educated at the USAF Academy in Colorado Springs, CO, and Chapman University in Orange, CA, where he earned a B.A. in History. He achieved his Certified Financial Planner credentials in 1986.
Ron holds FINRA Series 7, 24, 63, 65 securities licenses. He offers investment advisory services through Liberty Wealth Management, LLC, a registered investment advisor. Ron also holds Life, Disability, and Variable Contracts licenses.
Certified Financial Planner®, Certified Kingdom Advisor®
CA, WA, ID, AZ, CO, TX, MO, GA, MD, NV, SC
Check out their adventure: https://ronandcindyodyssea.com/
Client Services Director
Debra is the Client Services Director at Liberty Wealth Management. She assists in providing the highest quality financial planning and wealth management services to our valued clients. Her goal is to provide value in developing strong customer relationships to address client objectives, requests and special project needs. She assists in developing quarterly reviews and reports. She is also instrumental in providing guidance for the team on required compliance rules and regulations.
Debra received a Bachelor of Science from Winona State University, Winona, MN, with a concentration in the Paralegal program and a minor in Business/Accounting. She holds a Master of Business Administration from the Graziadio School of Business and Management at Pepperdine University, with a major in Marketing/Business. Her passion is to increase her knowledge and skills in the financial industry through education, training and webinars.
Debra is originally from the Midwest, Minnesota, but grew up in Texas. She lives in Laguna Niguel with her husband. She has family in California, the Midwest and Texas. She enjoys traveling and spending time with her family and friends.
Debra has served as President of the Pepperdine University Alumni Board, Orange County Chapter, and served on the Graziadio Alumni Network Leadership Council, Orange County. She has also served on the Ambassador Committee for the Laguna Niguel Chamber of Commerce. She volunteers for several organizations including Alzheimer’s Orange County, Alzheimer’s Association, Laguna Niguel Chamber of Commerce, City of Laguna Niguel. She loves outdoor activities including biking, hiking, and 5k walks.