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Ron F
Series 63, Series 65
Lynchburg, VA
CL Wealth Management LLC
Ron Feinman is a financial advisor at CL Wealth Management LLC with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has a background that includes managing a law practice focused on elder law and structured settlements. Feinman is also actively involved with the Virginia Elder Law, PLLC as managing member and primary attorney, and has longstanding roles in structured settlement design and limited insurance sales. CL Wealth Management LLC is a multi-advisor SEC-registered firm serving individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm customizes investment strategies based on client objectives and risk tolerance, utilizing fundamental and technical analysis, with a significant portion of assets managed on a non-discretionary basis.
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