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RIA Edge
May 13 - 16, 2024
The Diplomat Beach ResortHollywood, Florida

Ron Bullis
CEO at LifeWorks Advisors


A lifetime builder turned into an ambitious FinTech innovator, Ron founded Lifeworks in 2017 as he realized that the wealth management industry, with its 200,000 advisors serving millions of clients, was broken—both for advisors and clients.

At Lifeworks, he leads a team of wealth advisors, quant strategists, and software engineers, together developing the first liability-driven wealth management system to fix the flawed traditional approach to financial planning and investing. Ron is passionate about providing hyper-personalized planning and investment strategies to everyone. At Lifeworks, he built one of the first subscription-based financial planning services for clients that has no minimum investment or net worth requirements.

Ron won the Scratch.Works FinTech accelerator program in 2020, has been featured in numerous industry publications, and is a regular speaker at industry events. His interview series, The Future of Advice® features conversations with industry leaders and entrepreneurs who are disrupting the wealth management industry.

Ron is also the proud father of five beautiful children and founder of the Ella Bullis Foundation, a 501(c)(3) that provides financial support to families who have recently lost a child or have a child in a neonatal intensive care unit.

Agenda Sessions

  • WealthStack Visionaries - State of the Stack