Mike Ramirez, CFP®, CCFC
Wealth Management for All Things Important to You
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Serving Clients Nationwide
Wealth Management for All Things Important to You
Areas of Focus
- Estate Planning
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Mike Ramirez, CFP®, CCFC
Mike Ramirez enjoys getting to know clients and supporting their financial goals.Prior to joining EP Wealth Advisors, Mike was a portfolio manager with Private Asset Management for eight years.
In 2009, he graduated from Santa Clara University's Leavey School of Business with a degree in Finance. He earned his CFP® certification in 2016 and has been actively involved with the Financial Planners Association's San Diego chapter. Mike is also a Certified College Planning Specialist (CCPS), Certified College Financial Consultant (CCFC) and a graduate of LEAD San Diego's Impact program.
He and his wife Lauren are native San Diegans, and currently reside in north county with their four children and two dogs.
Professional Designations
- Certified College Financial Consultant (CCFC)
- Certified College Planning Specialist (CCPS)
- CERTIFIED FINANCIAL PLANNER ®
CCFC Areas of Specialization
- Education Distribution Planning
- Education Funding
- Education Funding Vehicles
- Education Needs and Funding Analysis
- Federal Student Loan Option Analysis
- Financial Aid Award Letter Reviews and Appeals
- Financial Aid Planning
- Public Service Loan Forgiveness (PSLF) Advising
- Student Loan Consolidation Assistance
- Student Loan Repayment Plan Advising
Affiliations
-
Financial Planning Association
- The AGC
Primary Location
3655 Nobel Drive Suite 200, San Diego, CA 92122
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to get in touch and schedule a complimentary consultation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About EP Wealth Advisors
EP Wealth Advisors is an investment management, financial planning and wealth advisory firm. At EP Wealth Advisors, our job is to help you understand where you are going before deciding how to get you there.Today’s economic landscape is constantly evolving and as a result, there is no formulaic answer for investment management and financial planning. Our mission is to understand your unique situation and develop a customized plan with strategies designed to achieve your specific goals and objectives.
Years of client relationships combined with our highly credentialed staff has enabled our firm to develop a fully integrated investment portfolio along with an individualized wealth plan, providing you with the answers and insight to your questions with one simple goal: your peace of mind.
WEALTH MANAGEMENT FOR ALL THINGS IMPORTANT TO YOU
Helping you achieve your financial goals is our priority. As an independent financial advisor, we bring an in-depth, planning-based approach to address your unique financial goals and needs.
▪️ Leverage an array of wealth management services – retirement planning, investment management, estate planning, tax planning and more.
▪️ As a fiduciary, we prioritize your best interests, and our fee-only structure delivers objectivity in our investment recommendations.
▪️ Dedicated Wealth Team approach, led by your Advisor - so you can focus on what’s important.
Education
Santa Clara University, Leavey School of Business, Finance
Hobbies and Interests
- Family
SEC Lookup
View DisclosureWho We Serve
- Business Owners
- Corporate Executives
- Dual Income Family
- Families
- Gen X
- Intergenerational Families
- Living in Retirement
- Parents
- Young Families
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