
Ronald Taraborrelli
7 Arlington Rd.
Marlton, NJ
08053
Phone:
Email:
856-562-8800
My professional experience
My finance career began in 1996 as an insurance agent. I transitioned to investments and financial planning, primarily focusing on assisting clients with various investment goals. In 2008, I became an Enrolled Agent and established an income tax business. My expertise lies in holistic financial planning, encompassing retirement planning, income planning, tax-efficient asset management, annuities, and tax planning. I hold certifications as a Certified Financial Planner, Chartered Financial Consultant, Certified Life Underwriter, and Enrolled Agent.
My personal life
I reside in the Philadelphia area with my wife, two daughters, and several pets. During the summer, we enjoy visiting the beach (Shore), and in the winter, we love skiing in the Poconos. I am an avid football fan and passionate about Philadelphia sports. Additionally, my wife and I take pleasure in savoring wine and exploring wineries.