Eduardo Ramirez, CFP®

Associate Wealth Advisor
San Diego, California

Designations and Licenses

Eduardo is a CERTIFIED FINANCIAL PLANNER™ professional.

Experience and Education

Eduardo works with a team of senior wealth advisors to provide financial planning and investment management to high-net-worth individuals, families, foundations, endowments and retirement plans. Prior to joining the firm, he was an operations manager and accountant at Super Cocina Grill, where he was responsible for the restaurant’s budget and operating expenses.

He has a bachelor’s degree in economics and finance from Claremont McKenna College (CMC) 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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