Ronald G. Berry, PhD., Business Management
Registered Principal | Financial Consultant
Integrity Capital Management Group (ICMG)
Financial Consultant, Registered Principal with Integrity Capital Management Group (ICMG), Ronald Berry, Ph.D. Business Management is dedicated to working with clients to help them accumulate, manage and preserve wealth over their lifetime.
Ron provides holistic, ethical financial consultation and planning services to individuals, families, business owners and professional athletes.
Prior to establishing ICMG and joining Cetera Advisors, he was a Financial Advisor with MetLife Securities. Previous experience includes managing the financial planning team at American Express Financial Advisors and providing personal and small business tax strategy advice to high wealth clients at a leading national tax preparation firm.
Dr. Berry’s financial planning practice is an individual and family office model designed to provide wealth management services that help you fulfill your personal quality of life goals. He supports clients in managing their financial needs, providing guidance regarding work, employment and spending behaviors. He uses a combination of individualized life choices, investment strategies and careful tax planning with respect to your personal needs.
Ron works with a multidisciplinary team of specialists to determine the appropriate strategic or tactical allocation of assets that resonate with your personal values and financial objectives. He works with you to develop a plan that considers outcomes of relevant everyday life decisions and meets both your long-term goals and your short-term needs.
Dr. Berry has Series 7, 66 and 24 securities registrations and Life, Health, Accident and Property & Casualty insurance licenses. He is a Certified Estate and Trust Specialist with the Institute of Business and Finance (IBF).
Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Advisor. Cetera is under separate ownership from any other entity.
Ron’s education and professional affiliations include:
- Ph.D. in Business, from Walden University, Minneapolis, MN
- Post MBA Graduate Certificate from Pace University, New York, NY
- MBA and BS in Business/Engineering from the University of Bridgeport, Bridgeport, CT
- BCE - Board Certified Estate Planning, Institute of Business and Finance, La Jolla, CA
- CBA - Certified Business Administrator, Connecticut Public Schools
- Graduate of the U.S. Army Command and Staff College and the U.S. Inspector General College