Dr. Ron A. Rhoades, JD, CFP

Welcome

Welcome and thank you for your interest in Professor Ron A. Rhoades!  

Professor Rhoades is the author of several articles, white papers, and books in the legal and financial planning industries.  He is the author of My Success Journal: Propel Yourself to Greater Success in College, Business and Life, a workbook designed for students and individuals who desire to learn about and apply the Three "S's" of Success.  




About Ron A. Rhoades, JD, CFP®  
     

Ron was born in 1958.  He graduated with a Bachelor of Science degree in Business Administration from Florida Southern College in 1983, and then obtained his Juris Doctor degree, with honors, from the University of Florida College of Law in 1985.  He is a Certified Financial Planner
™.
  
 

His extensive experience in the legal and financial industries, as well as in providing educational presentations to students and professionals, has given him valuable insights that inspire his writing.


Dr. Rhoades is an Assistant Professor in the Business Department of Alfred State College, where he serves as a Curriculum Coordinator for its Financial Planning program.  Ron teaches classes and mentors students in financial, retirement, tax, and estate planning; risk management; investment planning; and business law.  


Dr. Rhoades also possesses over 25 years of experience as an attorney, with most of those years substantially devoted to estate planning (with an emphasis on transfer tax planning and retirement plan distribution planning) in the firm of Ron A. Rhoades, P.A.  Additionally, during 2000, Ron served as a consultant to Prudential Financial (Newark, NJ) in association with the development of a program to serve new retirees.  From 2001 to mid-2011, he served as a Principal, Director of Research, Chief Compliance Officer, and Chair of the Investment Committee for Joseph Capital Management, LLC.

Dr. Rhoades is currently the owner and principal of ScholarFi, Inc., a boutique financial planning and investment advisory firm in Alfred, NY.  He serves as the sole advisor to a select group of clients.


Ron has been referred to by national press as the "One Man Think Tank" for the investment adviser profession.  He has been quoted in numerous publications, including Fortune and Newsweek magazines, The Washington Post, Barron's, Forbes, Fortune, Kiplinger's Retirement Report, Financial Planning, Financial Advisor, Investment Advisor, Wealth Manager, On Wall Street, Investment News, AdvisorOne, and Compliance Reporter.  In recent years, Ron's articles relating to the fiduciary duties of financial planners, investment advisers, and/or attorneys were published in RIABizThe Florida Bar JournalFIRMA Forum, and Advisor Perspectives.  

Dr. Rhoades was recently named as one of Investment Adviser magazine's "IA Top 25" - as one of the top 25 most influential persons in the advisory industry.  Ron was also recently awarded the "2011 Tamar Frankel Fiduciary of the Year" award by the Committee for the Fiduciary Standard, for his "fiduciary life of service to others" and for his "enormous contributions to the fiduciary discussion."


Ron has served as an invited panelist at national conferences of the North American Securities Administrators Association (NASAA) and the Certified Financial Planner Board of Standards, Inc.  Ron recently provided presentations on the fiduciary duties of investment advisors, including investment strategy and product due diligence, at the 2011 Fi360 National Conference and the 2011 NAPFA National Conference.  In addition, Ron has spoken at various meetings of tax accountants and attorneys regarding retirement account distribution planning and Roth IRA conversion planning.


Ron is the author of Estate Planning for the Florida Resident: Questions and Answers (a 250-page book), the co-author of The Science of Investing: How to Apply Academic Research to Reduce Risks and Increase Investment Returns (a 330-page book), and the author of The Seven Secrets of Investing.  He is the author of numerous white papers and articles relating to investment management, portfolio construction, the fiduciary duties of financial planners. and various financial planning issues.  Ron is currently working on several other book and white paper projects.


Ron enjoys spending time with his family and dogs, sailing, and traveling across the country.

Web Hosting