Paola Ramos, CFP®
Designations and Licenses
Paola is a CERTIFIED FINANCIAL PLANNER™ professional.
Experience and Education
Paola 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 joining Mariner Wealth Advisors, she worked for Singer Xenos Schecter Sosler Wealth Management. Her responsibilities included preparing client analyses regarding their assets, performance and returns to create personalized account recommendations for advisor review. She also created financial models for global fund trading.
Paola has a bachelor’s degree in business administration with a finance concentration from the University of Central Florida.
Paola enjoys playing the piano, painting, reading and rock climbing.