Your unwavering partner in a dynamic financial world
We guide clients through life’s financial decisions with clarity, consistency, and a strategy built around what matters most to them.
We’re Advisors, First and always.
Ron Gilmore built the foundation of his business model on one simple belief: ….it starts with listening. It is the cornerstone of what we do…who we are.
Backed by industry experts, we’re equipped to provide you with the best possible solutions.
Cetera Advisors is an independent wealth hub and financial services provider.
Pershing LLC is a wholly owned subsidiary of The Bank of New York Mellon. They provide clearing, trading, and custody services to Cetera Advisors on behalf of their advisors.
Investment Advisor – Cetera Advisors – Pershing LLC…this partnership is always working for our clients. Ensuring every step of your journey is seamless, secure, and built to support your investment priorities.
Our mission
At Our Core, It’s About You.
Our mission is to help you live the life you want—by making your money work in service of your goals.
MEET THE TEAM
Ron Gilmore
Investment Advisor Representative
With over 35 years of experience in the financial industry, Ron offers his clients unparalleled expertise as an Investment Advisor Representative. Over the past 15 years, he has focused on portfolio management, crafting tailored investment strategies to meet individual financial goals.
Matt Bruno
Client Service Associate
Based in San Diego, CA, Matt Bruno brings a warm, detail-oriented presence to every client interaction. He supports Ronald Gilmore’s practice by helping clients navigate day-to-day account needs, documentation, and communication with precision and care.
Our Process
What It’s Like to Work With Us
Investment Advising doesn’t have to be overwhelming. Here’s what you can expect.
It Starts With a Call
We talk—no forms, no sales scripts. Just a conversation about where you are and where you want to go.
We Get to Know You
Every client is different. We take the time to understand your goals, risk tolerance, and what success looks like for you.
We Build a Plan That Fits
Our investment plans are designed to fit with long-term financial needs and risk tolerance.
We Stay Connected
Our high-touch approach includes regular reviews and, for many, in-person visits. It’s part of how we stay in sync as your needs evolve.
