Ron S. Critelli CRC®, QPFC®
Executive Vice President & Financial Advisor
As an Executive Vice President at Seventy2 Capital, Ron takes a holistic and client-centric approach to wealth management. He emphasizes personalized strategies that integrate investment management, tax efficiency, and estate planning to help clients achieve their long-term goals. Ron believes in transparent communication and a tailored approach to each of his clients’ unique situations. He helps a select group of high-net-worth individuals, their families, businesses, and foundations build, manage, preserve, and transition wealth.
Before joining Seventy2 Capital, Ron gained over 24 years of experience in wealth management and financial advisory, working at Wells Fargo Advisors. He specialized in tax-efficient strategies, retirement plans for businesses, and comprehensive wealth planning. Ron earned his bachelor’s degree in Business Management with a concentration in Finance from the University of North Carolina at Pembroke.
Outside of work, Ron enjoys spending time with family, going to the beach, and participating in outdoor activities. He is also passionate about coaching and refereeing soccer, as well as supporting community involvement and financial literacy education.
Location: Red Bank