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:

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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".

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