Eduardo Ramirez, CFP®

Wealth Advisor

Designations and Licenses

Eduardo is a CERTIFIED FINANCIAL PLANNER™ professional.

Experience and Education

Eduardo works with clients to develop personalized wealth management solutions that include tax planning, investment strategies and estate planning to help them achieve their goals.

Prior to his current role, Eduardo was an associate wealth advisor for Mariner. Before that, he was an operations manager and accountant at Super Cocina Grill. He was responsible for the restaurant’s budget and operating expenses.

Eduardo holds a bachelor’s degree in economics and finance from Claremont McKenna College in Claremont, California.

Personal Interests

Eduardo played Division III football and club rugby. He volunteers at the Monarch School in San Diego mentoring graduating seniors. In his spare time, he enjoys hiking, traveling and snowboarding.

Eduardo’s Office

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