Eduardo Ramirez
Associate Wealth Advisor
San Diego, California
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
Insights
Tax Strategies for Funding Higher Education
May 4, 2021
Parents typically use 529 accounts to cover the costs of paying for their children’s college. The advantages are that...
Read 
Should You Buy or Lease a Car?
May 4, 2021
Do you like to drive a new car every few years or do you prefer to hold onto a...
Read 
Making Social Security Part of Your Wealth Plan
May 1, 2021
While Social Security provides a steady income source in retirement, it is a taxable benefit for many, so high...
Read