Advisor at Ronald J. Iannucci CFP
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Firm
Ronald J. Iannucci CFP
Location
Woodbury, CT 06798
Credentials
CFP®, Series 65
Industry experience
26 years
Ronald Iannucci is the sole advisor at Ronald J. Iannucci CFP, an independent firm based in Woodbury, CT. He holds the CFP® designation and has 26 years of industry experience. Prior to founding his current firm, he worked at Comprehensive Capital Management, Inc. and Comprehensive Asset Management and Servicing, Inc. Additionally, he is involved in mortgage origination through First World Mortgage and has been a licensed insurance agent since 1990. The firm provides investment advisory and portfolio management services primarily to individual clients, managing approximately $3.1 million in assets across 53 accounts. It also offers tax preparation and insurance products alongside its investment services.
Receives commissions for insurance sales
47 Sherman Hill Road, Suite B204
Woodbury, CT 06798
Connecticut
Ronald J. Iannucci CFP
2019 - Present (7 years)
First World Mortgage
2016 - Present (10 years)
COMPREHENSIVE CAPITAL MANAGEMENT, Inc.
2005 - 2018 (13 years)
Comprehensive Asset Management and Servicing, Inc.
1999 - 2018 (19 years)
Ronald J. Iannucci CFP
1990 - Present (36 years)
Ronald J. Iannucci CFP
1988 - Present (38 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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