Joni Leetzow Rametta, MBA, CFP®, CKA®
Helping Families Build, Protect, and Pass Down Wealth
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Serving Clients Nationwide
Helping Families Build, Protect, and Pass Down Wealth
Areas of Focus
- Estate Planning
- Financial Life Planning
- Insurance
- Investment Management
- Retirement Planning
- Taxes
About Joni Leetzow Rametta, MBA, CFP®, CKA®
Joni Rametta has been in the financial services industry since 1982 and focuses on helping families from college planning to retirement. Previous to Wealth Planning and Design, she worked at a wirehouse doing all support positions before taking the jump to being an advisor. The firm has been working for several families in multiple generations, women and retirement plans.Joni holds her security licenses, Life, Health and Variable Annuity Licenses. She achieved the CERTIFIED FINANCIAL PLANNER™ designation in 2009 and completed the coursework for the designation of Certified Kingdom Advisor™ through Kingdom Advisors.
Joni is a 1982 graduate of the University of Central Florida and obtained her Masters of Business Administration (MBA) in Personal Financial Planning in 2017.
Joni was born and raised in the Sarasota area, and has two adult sons. She has volunteered for events at school, created the football program and raised funds to support the athletic programs at two high schools, and has been a volunteer with the Guardian Ad Litem program.
Joni Rametta, CFP®, Certified Kingdom Advisor™ is an Investment Advisor Representative of MGO OneSeven.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Certified Kingdom Advisor (CKA)
- Master of Business Administration (MBA)
Affiliations
- Kingdom Advisors
Primary Location
6230 University Parkway Suite 305, Sarasota, Florida 34240
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Based
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above and complete the brief form to schedule a free introductory conversation. 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 Wealth Planning and Design
At Wealth Planning & Design, we believe in delivering financial guidance that stands the test of time. With over 85 years of service, our firm is deeply rooted in the values of trust, dedication, and personalized care.We work with individuals, families, and businesses to create and protect legacies through strategic financial planning that addresses both immediate needs and future aspirations.
Financial Planning for Every Life Stage
At Wealth Planning and Design, we’re more than advisors; we’re your partners in financial stewardship, committed to providing the insights and guidance that build both confidence and wealth across generations.
From Foundation to Legacy
Whether you’re starting to build your financial foundation, looking to grow family wealth, or planning your estate, our team provides expert advice to navigate each milestone. With a focus on tax efficiency, investment management, and risk mitigation, we’re here to support your financial journey with clarity and care.
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OneSeven is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). Registration with the SEC does not imply a certain level of skill or training. All titles listed for individuals associated with Wealth Planning and Design represent the individual's role with Wealth Planning and Design, and not their role with OneSeven. Services are provided under the name Wealth Planning and Design, a DBA of OneSeven.
Education
Indiana Wesleyan University, MBA, Personal Financial Planning | UCF College of Business, BSBA, Business Management
Hobbies and Interests
- Family
- Reading
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Corporate Executives
- Dual Income Family
- Families
- Gen X
- Intergenerational Families
- Living in Retirement
- Single Women
- Women Professionals
- Women’s Finance
- Young Families
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FAQs
FAQ Disclosures
OneSeven is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). Registration with the SEC does not imply a certain level of skill or training. All titles listed for individuals associated with Wealth Planning and Design represent the individual’s role with Wealth Planning and Design, and not their role with OneSeven. Services are provided under the name Wealth Planning and Design, a DBA of OneSeven.