Ron is the Principal of Carazo Wealth Management. He is a Registered Representative with Spire Securities, LLC, and an Investment Advisor Representative with Spire Wealth Management, LLC. For over three decades, Ron has helped clients plan their financial futures. Through the years, he has developed a deep understanding of all aspects of the wealth management process for individuals and businesses. This includes retirement income distribution modeling, qualified retirement plans, or customized portfolio construction for future retirement.
Over the years, Ron has built up a network of advisors, including attorneys, tax consultants, and other specialists to help tackle such issues as charitable gifting strategies and generational transfers.
Ron was born, raised, and lives in New Orleans. He is married to Susan and has three children. He enjoys the outdoors, traveling, and spending his time between New Orleans and Florida.
Charles is an Investment Advisor Representative. Prior to working at Carazo Wealth Management, Charles studied at the University of New Orleans where he earned a Bachelor of Science degree in Finance. Charles holds a Series 7, Series 66 and a Life and Health Insurance licenses. A New Orleans native, Charles enjoys good food, traveling, motorcycling, golf and the outdoors.
Christian is an Investment Adviser Representative. Before working at Carazo Wealth Management, Christian attended the university of New Orleans where he studied finance. Christian holds his series 7, series 63, series 65 and life and health Insurance licenses. Born and raised in New Orleans, Christian enjoys his free time traveling, lifting weights, golfing, ATV’s and spending time outdoors.