A lifetime builder turned into an ambitious FinTech innovator, Ron founded Lifeworks in 2017 as he realized that the wealth management industry, with its 200,000 advisors serving millions of clients, was broken—both for advisors and clients. At Lifeworks, he leads a team of wealth advisors, quant strategists, and software engineers, together developing one of the first liability-driven wealth management systems to fix the flawed traditional approach to financial planning and investing. Ron is passionate about providing hyper-personalized planning and investment strategies to everyone. Lifeworks has built one of the first subscription-based financial planning services for clients that has