Who is Ron Dokus?

Ron Dokus lives north of Boston with his wife Judi and their three children, Allie, Samantha and Kyle. A graduate of Winchester High School, he went on to get a degree in Accounting from Northeastern University. He worked with Coopers and Lybrand while still at Northeastern, and joined them full time in 1985. After seven years as a practicing CPA, he decided to broaden his value to his clients by taking a position with Metlife Securities, Inc.

Since 1990, Ron has been providing clients with financial services, including Investment, Insurance, Estate Planning and, of course, Tax Planning. Dokus earned the designation of Certified Financial Planner in 1995.

As a member of the Massachusetts Society of Certified Public Accountants, Ron plays an active role on the Subcommittee on Personal Financial Planning. Dokus is also a member of the Boston Estate Planning Council; Institute of Certified Financial Planners; and the Mentoring Program of the Million Dollar Round Table, an organization whose members represent the top 4% of financial service professionals worldwide.

Ron Dokus has been applying the principles of Personal Financial Economics with great success. He consults with qualified individuals and families on a referral-only basis.