Ralph Courtland, CFP, CPM
Accredited Wealth Management Advisor
Managing Principal
Education
Professional Designations & Memberships
Teaching
Experience
Recognition
Media Appearances
Licenses & Registrations
The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structures.
Platinum Council levels are based on the previous calendar year’s gross revenue and are defined as follows: Diamond – Top 15 Financial Advisors, Ruby – Top 2% (including Diamond recipients), Emerald – Next 5%, and Sapphire – Next 8%.
The 2014 and 2019 Platinum Manager (previously Premier Manger) distinction is held by a select group of Managers at Wells Fargo Advisors and reflects a superior level of professional achievement and a steadfast commitment to achieving business objectives.
- Doctor of Business Administration (DBA)
- Master’s in Business Administration (MBA)
- Master’s in Accountancy (MAcc)
- Master’s in Personal Financial Planning (MS)
- Bachelor’s in Management & Psychology (BA)
Professional Designations & Memberships
- CERTIFIED FINANCIAL PLANNER®
- Financial Planning Association, CFP® Professional Member
- Certified Portfolio Manager® through Columbia University
- Member of the Academy of Certified Portfolio Managers
- Accredited Wealth Management Advisor (AWMA®)
- Accredited Portfolio Management Advisor (APMA®)
- Chartered Retirement Planning Counselor (CRPC®)
- Chartered Retirement Plans Specialist (CRPS®)
Teaching
- Marist College Adjunct Professor for Financial Management
- NJ State Board of Accountancy Licensed Instructor for Continuing Professional Education to CPAs
Experience
- Over 25 Years in the Financial Industry
- Responsible for Oversight of $1.5 billion of Client Assets as of December 2023
Recognition
- Appointed Managing Director – Investments 2023
- Appointed Platinum Council Pearl Status 2023*
- Appointed Platinum Council Advisor (2022)*
- Appointed Senior Vice President – Investment Officer (2022)
- Platinum Council Manager (2019, 2014)*
- Senior Fundamental & Quantitative Choice Portfolio Manager (2014)
- Appointed First Vice President - Investment Officer (2008)
- Appointed Vice President - Investment Officer (2006)
- Appointed Branch Manager, Fairfield, NJ (2006)
Media Appearances
- Investor’s Business Daily Interview (2019)
- WNJC 1360AM Philadelphia (2012-2013, 2008-2010)
- WVNJ 1160AM New York (2010-2012)
- WLPW Plattsburgh, NY (1998-2000)
Licenses & Registrations
- Series 7 General Securities
- Series 65 Uniform Combined State Law Examination
- Series 9 & 10 General Securities Sales Supervisor
- Life and Health Insurance Licenses
- CA Insurance License Number 0D96989, Resident State NJ
The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structures.
Platinum Council levels are based on the previous calendar year’s gross revenue and are defined as follows: Diamond – Top 15 Financial Advisors, Ruby – Top 2% (including Diamond recipients), Emerald – Next 5%, and Sapphire – Next 8%.
The 2014 and 2019 Platinum Manager (previously Premier Manger) distinction is held by a select group of Managers at Wells Fargo Advisors and reflects a superior level of professional achievement and a steadfast commitment to achieving business objectives.
Rina Gold
Senior Client Associate
Rina Gold is responsible for the total client experience, ensuring that customers’ needs are met in a timely and courteous manner. A passionate client relationship professional, Rina handles the administrative details for all accounts including scheduling calls and meetings, distributions, contributions, transferring accounts and answering inquiries. Rina holds a Marketing degree and prior to working with Ralph Courtland, was employed by a NYC based Marketing Company for 20 years in a Sales Support and Training role.
Rina is married with two daughters, Sydney and Sasha. She enjoys working out and together with her husband, traveling and socializing with good friends. In the fall, you will find her rooting on the Penn State football team, where her oldest daughter is a student.
Rina is married with two daughters, Sydney and Sasha. She enjoys working out and together with her husband, traveling and socializing with good friends. In the fall, you will find her rooting on the Penn State football team, where her oldest daughter is a student.