Paola Ramos, CFP^®

Designations and Licenses

Paola is a CERTIFIED FINANCIAL PLANNER™ professional.

Experience and Education

Paola works with a wealth advisory team to help clients achieve their goals. She assists with a variety of financial planning processes and gathers client information to help produce comprehensive financial plans.

Prior to joining Mariner Wealth Advisors, she worked for Singer Xenos Schecter Sosler Wealth Management. Her responsibilities included preparing client analysis 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.

Personal Interests

Paola enjoys playing the piano, painting, reading and rock climbing.