Just Peachie Show
Just Peachie Ep#7: The Financial Planning Profession w/ Ron Heymann, Jr. CFP®, ChFC
Peachie Thompson · February 22, 2022
Just Peachie Show is a show where Peach Insurance Services, LLC's Founder and CEO, Peachie Thompson, AALU, ALMI, ACS sits down with experts in the financial and insurance world to educate consumers in matters of finance, insurance and taxes (FIT). There is also a lifestyle edition where Peachie interviews experts on health, food and culture.
In this episode, Peachie interviews University of North Florida's Financial Planning Director, Mr. Ron Heymann, Jr. CFP®, ChFC. They talk about UNF's financial planning program, types of financial advisors and career options for students and career changers as well as what is the best part of being a financial planner.
Here is the podcast version:
Here are other ways to listen:
Type: Some of the items discussed: • University of North Florida's Financial Planning Program details • Career options for students and career-changers • Best part of being a financial advisor
About our guest speaker, Ron Heymann, CFP® ChFC®
Ron joined Davis Capital Management in January, 2013 as Executive Wealth Advisor. A longtime Amelia Island resident, Ron is an Episcopal alumni, as well as a Florida State University graduate (B.S. ’97) who earned an MBA from The Coggin College of Business at UNF (’06). Professional designations include earning the CFP® certification in 2011. Prior to joining Davis Capital Management, Ron worked for Fidelity Investments in Johnson City, Tennessee as an Account Executive. An avid outdoorsman, Ron enjoys spending time with his wife and two kids fishing, sailing, hiking, and travelling abroad.
Learn more about Ron by clicking HERE
Email us at contact@peachinsurance.net if you have any questions about this topic.
"Information shared during the show are opinions of the speakers and not advise for your specific situation. Consult your own specialist, attorney, CPA, financial planner or insurance advisor on all matters discussed in the Just Peachie Show".
Want to be in the know?
Sign up for our newsletter to stay up to date.
Related Articles
Join Peachie and other awesome speakers for this fun networking and educational event at TheLink
Just got back from an amazing week in West Palm Beach! I had the incredible opportunity to attend the Invest in Women conference, where I connected with brilliant financial advisors, industry leaders, and expert speakers. We're all united in our mission to revolutionize the financial advisory landscape for female clients.
On this International Women's Day, I am filled with gratitude as I reflect on the extraordinary influence of one incredible woman in my life - my mother, Dr. Nenita F. Buan. An accomplished multi-degreed Filipina, her story of resilience, dedication, and sacrifice has not only shaped my journey but has also been a source of inspiration for countless others, including her students and my sisters, who have followed in her footsteps of success.