Just Peachie Show

Just Peachie Ep#7: The Financial Planning Profession w/ Ron Heymann, Jr. CFP®, ChFC

Peachie Thompson · February 22, 2022

Just Peachie Show is a show where Peach Insurance Services, LLC's Founder and CEO, Peachie Thompson, AALU, ALMI, ACS sits down with experts in the financial and insurance world to educate consumers in matters of finance, insurance and taxes (FIT). There is also a lifestyle edition where Peachie interviews experts on health, food and culture.

In this episode, Peachie interviews University of North Florida's Financial Planning Director, Mr. Ron Heymann, Jr. CFP®, ChFC. They talk about UNF's financial planning program, types of financial advisors and career options for students and career changers as well as what is the best part of being a financial planner.

Here is the podcast version:

Here are other ways to listen:

Amazon Music/Audible

Apple Podcast

Google Podcast

Spotify

Type: Some of the items discussed: • University of North Florida's Financial Planning Program details • Career options for students and career-changers • Best part of being a financial advisor

About our guest speaker, Ron Heymann, CFP® ChFC®

Ron joined Davis Capital Management in January, 2013 as Executive Wealth Advisor. A longtime Amelia Island resident, Ron is an Episcopal alumni, as well as a Florida State University graduate (B.S. ’97) who earned an MBA from The Coggin College of Business at UNF (’06). Professional designations include earning the CFP® certification in 2011. Prior to joining Davis Capital Management, Ron worked for Fidelity Investments in Johnson City, Tennessee as an Account Executive. An avid outdoorsman, Ron enjoys spending time with his wife and two kids fishing, sailing, hiking, and travelling abroad.

Learn more about Ron by clicking HERE

Email us at contact@peachinsurance.net if you have any questions about this topic.

"Information shared during the show are opinions of the speakers and not advise for your specific situation. Consult your own specialist, attorney, CPA, financial planner or insurance advisor on all matters discussed in the Just Peachie Show".

Want to be in the know?

Sign up for our newsletter to stay up to date.

Related Articles
Long Term CareDon't Believe the Myths; Discover the Truth About Long Term Care

On average about two-thirds of today's 65-year-olds may need long-term care support, and 20 percent will need it for longer than 5 years. Yet too often they stop short of preparing for future needs because they're confused by the myths surrounding LTC products and services.

November 22, 2022
Hot TopicsThank you, NAIFA, for Having Peachie Speak at the National Leadership Conference

Peachie and NAIFA FL President George Royal representing Florida at NAIFA’s national leadership conference in Washington DC! The leaders were chosen because of their success leading a highly engaged board and living the NAIFA vision. We are so proud of you, George and Peachie!

November 16, 2022
Just Peachie ShowJust Peachie Ep#25: Incapacity Planning for All w/ Julia McKillop, Esq.

In this episode, Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews someone who is an attorney that focuses her practice on estate planning, probate, business entity formation, and real estate, Julia McKillop, a senior partner at McKillop Law Firm.

November 1, 2022