CERTIFIED FINANCIAL PLANNERTM

Admissions  |  FAQs  |  Fees, Schedule, Policies  |  Program Description  |  Registration  |  Brochure

 

The University of North Florida Division of Continuing Education is pleased to announce that it has registered with the Certified Financial Planner Board of Standards Inc. (CFP Board) to provide a new financial planning certificate program.

An independent certifying organization, CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design), which it awards to individuals who meet its education, examination, experience and ethics requirements. Students completing the financial planning program at UNF’s Division of Continuing Education will be eligible to sit for the national CFP Certification Examination administered by the CFP Board.

 

We're conveniently located at the UNF Adam W. Herbert University Center, 12000 Alumni Drive, Jacksonville, Fla. 32224. For more information about any of our programs, contact us at (904) 620-4200 or unfce@unf.edu.

Your Instructors

Ron Heymann

Ron Heymann, CFP® ChFC® 

CERTIFIED FINANCIAL PLANNER™

Charter Financial Consultant  

 

Ron Heymann achieved his CERTIFIED FINANCIAL PLANNER ™ certification in 2011 after successfully completing the program at the University of North Florida. He added the Charter Financial Consultant ChFC® designation from the American College in 2013. As executive wealth advisor for Davis Capital Management in Jacksonville, Ron is responsible for financial planning and asset management for high net-worth clients throughout the Southeast. The firm is an independent registered investment advisor (RIA) whose philosophy is congruent with the fiduciary principles established by the CFP® standard. 


A graduate of Episcopal High School in Jacksonville, Ron earned his bachelors of science from Florida State University in 1997. He returned to Jacksonville after a stint in resort management with Ritz-Carlton to earn an MBA from the University of North Florida, completing the program at the Coggin School of Business in 2006. His financial industry experience includes working as a portfolio specialist and account executive for Fidelity Investments. His present role as executive wealth advisor allows him to incorporate all components of comprehensive financial planning into the service he provides to clients.

Ron is a member of the Northeast Florida chapter of the Financial Planning Association, the Small Business Resource Network, the Fernandina Beach Rotary Club, and the Nassau County Chamber of Commerce. He donates time to several non-profit and municipal boards of trustees, providing counsel primarily on finance and planning related issues. In his free time, he enjoys spending time with his wife and two children on the beaches of Amelia Island. An avid scuba enthusiast, he is known to strap on a tank to dive in any kind of environment, from hunting lionfish from the clear waters of the Caribbean to seeking prehistoric fossils and artifacts in the murky, alligator-infested Cooper River of South Carolina. 

 

 

Ryan Newton
Ryan Newton, CFP®

CERTIFIED FINANCIAL PLANNER™

 

Ryan Newton is a native of Georgia and relocated to Amelia Island when he was a young child. He is a graduate of Fernandina Beach High School. He earned his B.B.A. in finance and computer information systems from Mercer University where he graduated Magna Cum Laude. Newton earned his master’s degree with an emphasis in sports management from the University of Georgia. 

 

Newton has worked in the Greater Jacksonville area since 2003 and is now a financial planner with Gold Tree Financial, Inc. He became a CERTIFIED FINANCIAL PLANNER™ professional in 2007. Before joining Gold Tree Financial, Ryan formed his own Registered Investment Advisor firm in Jacksonville. He provided fee based financial planning along with investment advisory and management services. Newton holds his Series 7 and 66 securities licenses, as well as his life, health and variable annuity insurance license in the state of Florida. He is also licensed for insurance and securities in several other states. Newton is in the process of earning the Accredited Estate Planner® designation. He teaches the CERTIFIED FINANCIAL PLANNER™ curriculum, Casebook Workshops and the Comprehensive Live Review class around the country for Kenneth Zahn Inc. 

 


In his spare time, he enjoys watching a variety of sports, reading, surfing in Costa Rica, and playing golf. 

 

 

Follow us 

Facebook Google+ LinkedIn Pinterest Twitter