Ameriprise Financial Services
47yrs
Top advisor by experience in Solana Beach
41yrs
Ronald Pond
Full name on record: Ronald William Pond
Financial advisor at Confluence Investment Management
Based in Solana Beach, California, Ronald Pond is a fiduciary financial advisor with 41 years of industry experience. Ronald joined Confluence Investment Management in 2012, a firm offering investment management. The firm is paid through a percentage of assets.
One of 55 advisors with offices in Solana Beach, and one of 39 fiduciaries.
At a glance
Experience41 years (since 1985)
How that compares ?Top 2% by experience in California
OfficeSolana Beach, CA
How the firm is paid ?Percent of assets
Typical client at the firm ?$425,439
Advisors at the firm8
States licensed ?1 state
Services through Confluence Investment Management
Investment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2012 – nowConfluence Investment Management LLCCurrent firm
Questions to ask Ronald
Tailored to Ronald’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Ronald
How do I contact Ronald?
Call Confluence Investment Management at 314-743-5090 and ask for Ronald Pond. Ronald works from the Solana Beach, CA office.
How long has Ronald been a financial advisor?
Ronald has been in the industry since 1985, about 41 years. Top 2% by experience in California.
What licenses does Ronald hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Ronald a fiduciary?
Ronald is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ronald paid?
Confluence Investment Management reports being paid by a percentage of the assets they manage. Ask Ronald for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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