Eduardo Ramos
CIMA®
Freedom Advisory
Managing Director
Eduardo Ramos
CIMA®
Freedom Advisory
Managing Director
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Eduardo Ramos, CIMA®
Fee-Only financial planner located in Ft Lauderdale, FL, serving clients locally and in Puerto Rico
Eduardo Ramos is a Ft Lauderdale, FL fee-only financial planner. Freedom Advisory provides comprehensive financial planning, tax planning, and investment management to help individuals, families, and professionals organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Eduardo Ramos is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Eduardo Ramos has been providing clients with financial planning, accounting, investment management, and consulting services since 1984.
In 2008, Mr. Ramos founded Freedom Advisory®, LLC to independently provide a fiduciary environment with a comprehensive range of Financial Planning and Investment Management services to his clients with an open architecture platform through the RIA channel. Currently, Mr. Ramos serves a substantial number of clients and families with goal setting, risk profiling, financial plans, retirement strategies, risk management, cash flows management, tax planning, and investment management services.
He is dedicated to developing lasting relationships and focuses on providing exemplary client service. Mr. Ramos continues to invest in ongoing education to identify new tools and techniques that will help his clients achieve their intermediate and long-term goals.
Mr. Ramos frequently attends national industry conventions and seminars and maintains strong and unbiased affiliations with major financial institutions.
Education:
M.B.A. in Financial Management, 1988, Saint Joseph's University, Philadelphia, PA
B.A. in Accounting, 1984, Inter-American University, San Juan, PR
Outside Activities:
- Board of Trustees - Universidad Central del Caribe / School of Medicine
- Board Member - Anglo Holdings, LLC / Antilles Insurance Company
Freedom Advisory is a registered investment advisor with offices in San Juan, Puerto Rico and Fort Lauderdale, Florida. We provide investment advisory services based on the individual needs, goals and objectives of the client. Investment management services are provided to individual clients, which includes trusts and estates, charitable organizations, endowments, corporations and other business entities. Through this service, Freedom Advisory offers a customized and individualized investment program providing clients advice regarding asset allocation primarily among managed accounts, institutional mutual funds, ETFs with on-going evaluation and selection of investments, adjustments and balancing of portfolios.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Eduardo Ramos is a Certified Investment Management Analyst® (CIMA®)The CIMA designation is the premier certification for financial advisors and investment consultants and one of the only professional certifications in financial services to meet international accreditation and quality standards. CIMA advisors have completed a rigorous process and have demonstrated knowledge and competency in a variety of investment management consulting and portfolio construction topics, including advanced investment management theory and application.
Contact Eduardo Ramos
Office Locations:
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500 East Broward Blvd Suite 1710
Ft Lauderdale, FL 33394 -
Centro Internacional de Mercadeo
Tower One - Suite 205
Guaynabo, PR 00968
