Ronald LeBlanc, CFP®
 
Ron LeBlanc, CFP®, is President of The Legacy Group, Ltd.,. In practice since 1982, he has particular expertise in investments, estate planning, charitable giving strategies and retirement planning. Services are offered on a Fee-Only basis. This means that no commissions are accepted. Many of Ron’s clients are families and business owners who are concerned about wealth enhancement and preservation. Additionally, he works with charitable organizations, institutions and non-profits, retirees and professionals throughout the United States.
 


Professional Qualifications and Activities
  • Certified Financial Planner™ practitioner
  • Past President, Oregon Society Institute of Certified Financial Planners
  • Contributing professional and author of the book Wealth: Enhancement and Preservation
  • Member, The Financial Planning Association (FPA)
  • Member, The Financial Planning Association of Oregon and Southwest Washington
 
Education and Other Experience
  • Graduate: College for Financial Planning
  • Bachelor of Science in Accounting and Quantitative Analysis, University of Oregon
  • Annually attends between 50-100 hours of local and national professional education courses
  • Over 30 years of experience in the business community with emphasis on financial services
  • Has conducted numerous estate and financial planning seminars
 
Community Service
  • Recipient, Willard C. Marshall Special Citizen Award, City of Salem, Oregon
  • Past President, Chemeketa Community College Foundation
  • Past President, South Salem Rotary Club
  • Chairman, Planned Giving Advisory Board, Chemeketa Community College Foundation
  • Past President, Rockwest Training Company Board of Directors
  • Active donor to numerous charities
 
Personal
  • Widowed after 34 years of marriage
  • Two grown daughters: Jennifer and Kimberly
  • Proud grandfather
  • Hobbies include fly fishing, golf and reading
  • Likes to study U.S. history, especially the Civil War and turn-of-the-century era
  • Date of birth: March 21, 1948

CFP® and Certified Financial Planner™ are certification marks owned by Certified Financial Planners Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

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