Ronald Latz
Principal and Co-Founder at Strategic Insurance Consultants, LLC- Claim this Profile
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Bio
Michael Massa
Ron is an extremely knowledgeable, trustworthy, and caring person with over 38 years of financial services experience who is now dedicating his life to helping people simplify personal finance management for themselves and their loved ones. Ron is a person of high integrity who is considerate and respectful of all people. I can think of no other person that I would trust more with managing the daily financial responsibilities of people who are unable to manage their financial health or prefer to entrust it to an expert. I highly recommend Ron to all my friends and family. He is a pleasure to work with.
Bernie Leiner, CLTC
Ron is a consummate professional who very well suited for the parents of my client base. I am a long term care planning advisor. Many of these parents need help in organizing their financial life, paying bills, including caregivers. Sometimes these elderly folks live far from their adult children and Ron becomes an invaluable aid to these families. They are relieved to know that their parents' financial life is being well taken care of. I know plenty of younger busy professionals who could benefit from Ron's services as well!! I highly recommend Ron. Bernie Leiner, CLTC
Michael Davis
Ron and I were senior managers in a constantly changing and growing group covering systems, analytics and operations. He is a person of great intelligence and integrity with excellent management and organizational skills. He has broad expertise in finance, from the complexities of sophisticated investments to the painful details of budgeting. I have used him as a trusted source of advice many times over the years, both for his broad business skills but also for his common sense good judgement. He is a pleasure to work with.
Michael Massa
Ron is an extremely knowledgeable, trustworthy, and caring person with over 38 years of financial services experience who is now dedicating his life to helping people simplify personal finance management for themselves and their loved ones. Ron is a person of high integrity who is considerate and respectful of all people. I can think of no other person that I would trust more with managing the daily financial responsibilities of people who are unable to manage their financial health or prefer to entrust it to an expert. I highly recommend Ron to all my friends and family. He is a pleasure to work with.
Bernie Leiner, CLTC
Ron is a consummate professional who very well suited for the parents of my client base. I am a long term care planning advisor. Many of these parents need help in organizing their financial life, paying bills, including caregivers. Sometimes these elderly folks live far from their adult children and Ron becomes an invaluable aid to these families. They are relieved to know that their parents' financial life is being well taken care of. I know plenty of younger busy professionals who could benefit from Ron's services as well!! I highly recommend Ron. Bernie Leiner, CLTC
Michael Davis
Ron and I were senior managers in a constantly changing and growing group covering systems, analytics and operations. He is a person of great intelligence and integrity with excellent management and organizational skills. He has broad expertise in finance, from the complexities of sophisticated investments to the painful details of budgeting. I have used him as a trusted source of advice many times over the years, both for his broad business skills but also for his common sense good judgement. He is a pleasure to work with.
Michael Massa
Ron is an extremely knowledgeable, trustworthy, and caring person with over 38 years of financial services experience who is now dedicating his life to helping people simplify personal finance management for themselves and their loved ones. Ron is a person of high integrity who is considerate and respectful of all people. I can think of no other person that I would trust more with managing the daily financial responsibilities of people who are unable to manage their financial health or prefer to entrust it to an expert. I highly recommend Ron to all my friends and family. He is a pleasure to work with.
Bernie Leiner, CLTC
Ron is a consummate professional who very well suited for the parents of my client base. I am a long term care planning advisor. Many of these parents need help in organizing their financial life, paying bills, including caregivers. Sometimes these elderly folks live far from their adult children and Ron becomes an invaluable aid to these families. They are relieved to know that their parents' financial life is being well taken care of. I know plenty of younger busy professionals who could benefit from Ron's services as well!! I highly recommend Ron. Bernie Leiner, CLTC
Michael Davis
Ron and I were senior managers in a constantly changing and growing group covering systems, analytics and operations. He is a person of great intelligence and integrity with excellent management and organizational skills. He has broad expertise in finance, from the complexities of sophisticated investments to the painful details of budgeting. I have used him as a trusted source of advice many times over the years, both for his broad business skills but also for his common sense good judgement. He is a pleasure to work with.
Michael Massa
Ron is an extremely knowledgeable, trustworthy, and caring person with over 38 years of financial services experience who is now dedicating his life to helping people simplify personal finance management for themselves and their loved ones. Ron is a person of high integrity who is considerate and respectful of all people. I can think of no other person that I would trust more with managing the daily financial responsibilities of people who are unable to manage their financial health or prefer to entrust it to an expert. I highly recommend Ron to all my friends and family. He is a pleasure to work with.
Bernie Leiner, CLTC
Ron is a consummate professional who very well suited for the parents of my client base. I am a long term care planning advisor. Many of these parents need help in organizing their financial life, paying bills, including caregivers. Sometimes these elderly folks live far from their adult children and Ron becomes an invaluable aid to these families. They are relieved to know that their parents' financial life is being well taken care of. I know plenty of younger busy professionals who could benefit from Ron's services as well!! I highly recommend Ron. Bernie Leiner, CLTC
Michael Davis
Ron and I were senior managers in a constantly changing and growing group covering systems, analytics and operations. He is a person of great intelligence and integrity with excellent management and organizational skills. He has broad expertise in finance, from the complexities of sophisticated investments to the painful details of budgeting. I have used him as a trusted source of advice many times over the years, both for his broad business skills but also for his common sense good judgement. He is a pleasure to work with.
Credentials
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CPA
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Life, Accident and Health Insurance Agent
NYS DFS
Experience
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Strategic Insurance Consultants, LLC
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United States
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Insurance
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1 - 100 Employee
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Principal and Co-Founder
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2020 - Present
SIC is an independent licensed property and casualty insurance agency and broker with seasoned producers. Our primary concern is integrity and doing what is best for our clients. The producers are licensed in many insurance products (property, commercial, business, personal, life, disability, etc.) as well as use tax mitigation strategies to help business owners, high net worth individuals and groups. We work with large established brokers who have relationships with many insurance carriers throughout the USA. Show less
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Latz Wealth Care Corp.
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United States
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Financial Services
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Founder, CEO
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2017 - Present
As a Personal CFO, I help children of aging parents, elders or just too busy or overwhelmed people manage their daily household finances. Needing of services from a trustworthy advocate due to illness, incapacity, divorce, death in the family, or otherwise too busy with business and travel commitments — these may include preparing monthly statements of assets and liabilities; tracking trading activity and conducting independent reviews of investments; reviewing and reconciling monthly bills and expenses; creating efficient bill payment processes; interfacing with their financial, legal, tax and insurance advisors; providing an ongoing financial analysis of estate plans and supporting the needs of Executors; and organizing important financial documents such as their tax records for tax preparation and estimated tax payments. Show less
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AIG Corporate Business IT
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Wilton, CT
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Managing Director, Head of Transformational Strategies and Financial Management
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2015 - 2017
Managed operational and system reengineering processes and procedures as well as business management improvements in support of the 1,600 CBIT staff. Led financial reengineering processes and procedures that favorably impacted alignment and integration with the overall AIG IT organizational strategies. Managed operational and system reengineering processes and procedures as well as business management improvements in support of the 1,600 CBIT staff. Led financial reengineering processes and procedures that favorably impacted alignment and integration with the overall AIG IT organizational strategies.
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Managing Director, Head of Global Financial Operations and Consumer Finance
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2014 - 2015
Managed 200 systems and operations staff supporting over 100 system and database applications in the Corporate Finance, Accounting and Tax departments, as well as the Chief Financial Officer and Controller of the Life and Retirement Services insurance business. Oversaw numerous strategic programs on general ledger transformation and rationalization, as well as centralization and integration of financial reporting on the SAP enterprise system platform.
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Managing Director, Head of Investments Middle Office
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2009 - 2014
Managed over 70 business analysts and operations staff supporting over $400 billion of assets overseen by the Investment and Capital Markets businesses. Led teams that covered pricing, security reference data, FAS 157 leveling, foreign exchange rates, portfolio accounting, strategic asset allocations, and data quality assurance and liquidity, hedging, tax and repo special programs. Worked with system programmers to develop automated solutions to support product life cycles.
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AIG Financial Products Corporation
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Wilton, CT
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Vice President, Head of Middle Office
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2005 - 2009
Created and built new processes throughout company. Managed a group of individuals to transform the organization by taking bespoke processes and increasing their efficiency while integrating them into the centralized system database. This also enhanced the internal and audit controls, and allowed personnel in the front and back office to be more effective with their time management. Created and built new processes throughout company. Managed a group of individuals to transform the organization by taking bespoke processes and increasing their efficiency while integrating them into the centralized system database. This also enhanced the internal and audit controls, and allowed personnel in the front and back office to be more effective with their time management.
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AIG Financial Services Division
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New York, NY
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Chief Financial Officer
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1993 - 2005
Created the financial services division to build a corporate team focused on the needs of those businesses. In 1993, the combined revenues, operating income and assets were $1.6 billion, $400 million and $26 billion, respectively, which grew to $11 billion, $4 billion and $167 million, respectively, in 2005. Created the financial services division to build a corporate team focused on the needs of those businesses. In 1993, the combined revenues, operating income and assets were $1.6 billion, $400 million and $26 billion, respectively, which grew to $11 billion, $4 billion and $167 million, respectively, in 2005.
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AIG Financial Planning and Analysis
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New York, NY
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Director for Financial Services
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1989 - 1993
Served as Corporate financial liaison supporting the various financial services businesses of AIG. Provided information as needed by AIG Corporate Controllers, Systems, Treasury, Legal, Tax and Human Resources. Provided actual and budgeted profitability reports, along with variation analyses. Served as Corporate financial liaison supporting the various financial services businesses of AIG. Provided information as needed by AIG Corporate Controllers, Systems, Treasury, Legal, Tax and Human Resources. Provided actual and budgeted profitability reports, along with variation analyses.
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Chase Manhattan Bank, N.A.
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New York, NY
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Vice President, Treasury and Investment Bank
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1985 - 1989
Launched initial interest rate swap mark-to-market valuations, resulting in significant profit for corporation, by assisting head of derivatives trading in development of interest rate swap models, concentrating on present value and discounted cash-flow techniques. Prepared financial projections, analyzed and assessed derivative risk management product profitability, and investigated, evaluated and improved financial accounting, operational and regulatory issues. Launched initial interest rate swap mark-to-market valuations, resulting in significant profit for corporation, by assisting head of derivatives trading in development of interest rate swap models, concentrating on present value and discounted cash-flow techniques. Prepared financial projections, analyzed and assessed derivative risk management product profitability, and investigated, evaluated and improved financial accounting, operational and regulatory issues.
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Arthur Andersen & Co.
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Accounting
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1 - 100 Employee
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Audit Manager
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1979 - 1985
Established and maintained audit relationships with client’s senior management, and issued formal reports to its members, suggesting resolutions to financial, operational and personnel problems. Managed 57 staff and serviced 18 audit clients in banking, investments, real estate, insurance and manufacturing. Established and maintained audit relationships with client’s senior management, and issued formal reports to its members, suggesting resolutions to financial, operational and personnel problems. Managed 57 staff and serviced 18 audit clients in banking, investments, real estate, insurance and manufacturing.
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Education
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1984 - 1988
New York University - Leonard N. Stern School of Business
MBA, Finance -
1975 - 1979
University of Delaware - Lerner College of Business and Economics
BS, Accounting
Community
