Let's move forward. Together.

Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

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Ron Herring

Senior Vice President–Wealth Management

Financial Advisor

From a very early age Ron has been fascinated by the financial world. He entered the financial services industry full time when he was 18 years old, and for the last 31 plus years he has worked with UBS as a Financial Advisor. Ron has dedicated his professional life to helping individuals, families, businesses and organizations manage their wealth. He focuses on long- term planning issues along with portfolio strategy and management. He has an A. A. degree from Sacramento City College, a B.B.A. degree from National University, and a CRPS designation from the College of Financial Planning. While at UBS his studies have centered around: Practical Economics, Equity Valuation, Fixed Income Concepts and Tools, Asset Allocation, and Portfolio Management. He holds series 7, 63 and 65 securities licenses along with life and health insurance licenses.

Ron is a Past President of the Active 20-30 Club; Founding Member and Chairman of the Cycle for Sight; Co-Founder and Head Coach of the Napa Valley Basketball Alliance; Associate Head Coach - Varsity Boys Basketball at Napa High; and he has coached numerous youth basketball, baseball and soccer teams.

On a personal note Ron enjoys camping, kayaking, volleyball, basketball, research, and spending time with family and friends.

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • DC
  • FL
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • LA
  • MA
  • MD
  • MI
  • MN
  • MT
  • NC
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • SD
  • TX
  • VA
  • WA
  • WI
  • WV

Education

  • B.B.A., National University
  • A. A. , Sacramento City College

Credentials

  • Chartered Retirement Plans Specialist
703 Trancas Street
3 and 4 Financial Plaza
Napa, CA 94558
  • (707) 254-1516

Email Me

The Year Ahead - Sustainable Investing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

How to help inflation-proof your retirement

Start by building a strategy that addresses longevity

Inflation lowers the purchasing power of your dollars in retirement. So, how can you be sure you’ll have enough? Let’s help you build a strategy for longevity that helps you have the retirement you want.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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