Ronald Dokus

Q: What is Ronald Dokus email address?

Email Ronald Dokus at rdokus@dokusfinancialpartners.com. This email is the most updated Ronald Dokus email found in 2026.

Q: How to contact Ronald Dokus?

To contact Ronald Dokus send an email to rdokus@dokusfinancialpartners.com. If you want to call Ronald Dokus try calling on +19787601086 and +16177972100. (updated on October 30, 2024)

President at Collaborative Wealth Advisors, LLC | Greater Boston

About Ronald Dokus

Ronald Dokus, as the President of Collaborative Wealth Advisors, LLC, brings over three decades of expertise in wealth accumulation strategies tailored for individuals and small businesses in the greater Boston area. His extensive experience is particularly focused on developing innovative tax strategies that not only enhance wealth but also ensure its protection. Under his leadership, Collaborative Wealth Advisors has established itself as a trusted partner for executives and entrepreneurs seeking to navigate the complexities of financial planning.

At Dokus Financial Partners, LLC, Ron emphasizes a comprehensive, fee-based financial planning approach. The process begins with a meticulous inventory of a client’s current financial position, allowing for a clear understanding of their baseline. From there, he works closely with clients to chart a personalized financial plan that identifies potential tax liabilities and costs, ensuring that every strategy is aligned with their long-term goals. His expertise spans critical areas such as retirement planning, college education funding, estate planning, and employee benefits, making him a versatile advisor capable of addressing diverse financial needs.

Ron’s commitment to excellence is underscored by his membership in the prestigious Million Dollar Round Table, a testament to his dedication to the highest standards in the insurance industry. Beyond his professional pursuits, he is an avid advocate for financial literacy, often engaging in life coaching to empower clients to make informed decisions about their financial futures. With a focus on building lasting relationships, Ronald Dokus continues to be a pivotal figure in the financial landscape, guiding clients toward sustainable wealth and peace of mind.

Ronald Dokus Work

President at Dokus Financial Partners, LLC in April 2001 to Present

President at Collaborative Wealth Advisors, LLC in April 2023 to Present

Financial Planner at MetLife in January 1990 to January 2001

Ronald Dokus Skills

Retirement

Tax Strategies

College Education Planning

About Ronald Dokus's Current Company

Collaborative Wealth Advisors, LLC

Discover more about Collaborative Wealth Advisors, LLC

Frequently Asked Questions about Ronald Dokus

What is Ronald Dokus email address?

Email Ronald Dokus at [email protected]. This email is the most updated Ronald Dokus email found in 2026.

What is Ronald Dokus phone number?

Ronald Dokus phone number is +19787601086 and +16177972100.

How to contact Ronald Dokus?

To contact Ronald Dokus send an email to [email protected]. If you want to call Ronald Dokus try calling on +19787601086 and +16177972100. (updated on October 30, 2024)