Ronald J. Theissen,  CFP<sup>&reg;</sup> - Financial Advisor

Ronald J. Theissen, CFP®

CPA

Principal

Ronald J Theissen, CPA

PO Box 442
Chester, VT 05143
(802) 875-1400
(917) 488-2785

General

Ronald Theissen is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Ronald J Theissen, CPA in Chester, VT and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Corporate Finance, Estate Planning, Investment Management, Employee Benefits, Irregular Income, Retirement, Long-term Care, Succession Planning, Sudden Wealth, Men's Finances, Personal Taxes, Women's Finances

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