A Brief History of Ron Miller CFP®, AIFA®

Fee-Only Financial Advisor
Accredited Asset Management Specialist

Dr. Ron Miller, the principal and founder of Resource Management, came to the practice of financial planning after a long and successful career as a dentist. While he was devoted to the dental profession and is a past President of the Hawaii Dental Association, he has always had an underlying interest in finance and investment management. He pursued that interest over the years by developing his skills in those areas and ultimately made the transition from dental health care to the care of people's financial health.

Ron believes in a comprehensive approach to financial planning and provides clients with advice on:

• How to not run out of money during retirement 
• Reducing investment costs
• How to get out of debt
• How to make your money work as hard as you do
• Providing a safety net for your family
• Specific guidance when receiving an inheritance
• Successful transition to retirement
• Successful transition to a new career
• Align your investments with your values
• Build a solid foundation for the future
• Simplifying your life
• Reducing stressful decision-making
• Ease record-keeping burdens
• Creating and preserving wealth
• Generating a steady stream of retirement income
• Enjoying happy, golden years
• Leaving a legacy for loved ones or chairties

For over 13 years Dr. Miller was the only Hawaii Member of the Garrett Planning Network (GPN) of hourly as-needed fee only advisors.

While no longer a member, Ron is still a fee-only advisor and will use the hourly, as-needed model for those clients that desire that. Ron is committed to following the CFP® Board code of ethics.

Ron has over 25 years experience investing in stocks, bonds, mutual funds and real estate for family and friends. He also holds the designation of Accredited Wealth Management Advisor from the College of Financial Planning. His investment specialties include modern asset allocation and diversification, establishing a sound investment policy, retirement transition and retirement income-cash flow consulting. In May, 2005, Ron was elected to the Board of Directors of the Hawaii Dental Service and was appointed to the HDS investment committee, responsible for over seeing a portfolio of over 92 million of HDS funds. Ron has recently achieved the designation of ACCREDITED INVESTMENT FIDUCIARY ANALYST AIFA®. He is one of only 6 individuals in Hawaii that hold this prestigious disignation.

Ron is a member of the National and Hawaii Financial Planners Associations. (FPA). and has served on the Board of Directors of the Hawaii FPA. He is also a member of the National Association of Personal Financial Advisors  (NAPFA). Ron is a active volunteer with Junior Achievements and has been active with Big Brothers of Hawaii and was chairman of the development committee of St. George Church in Waimanalo. A devoted physical fitness buff, he loves sailing, hiking, running, cycling and swimming - and of course spending time with his wonderful family.