Our Team
Ron Porat, CPA
President
(813) 870-1052
Ron has over 20 years of accounting and financial management experience, specializing in integrating profit improvement and “state of the art” tax planning to maximize wealth creation for his clients. Among his accomplishments, Ron...
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Sergio Perez
Registered Representative
Sergio specializes in retirement planning, risk management, and estate planning for current and retired professional athletes. As an experienced guide, he works alongside his clients to help create tailored plans aimed at pursuing...