Paola Ramos
CFP®
EP Wealth Advisors
Wealth Advisor
Paola Ramos
CFP®
EP Wealth Advisors
Wealth Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Paola Ramos, CFP®
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Paola Ramos is a Walnut Creek, CA fee-only financial advisor serving clients locally and across the country. EP Wealth Advisors provides comprehensive financial planning, tax planning, and investment management to help individuals, couples, families, and small businesses organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Paola Ramos is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Informed Investor Reports, Client Education Webinars, Articles and Checklists
EP Wealth Youtube Channel with additional commentary
Paola Ramos had been working in the financial services industry for a decade when she joined EP Wealth Advisors in 2022. Paola’s previous positions included roles as an advisor, planner and wealth manager at several Registered Investment Advisors in the San Francisco Bay Area. Prior to that she spent the first 15 years of her professional life as a non-profit advocate, championing clean and affordable drinking water and a healthy environment in California. Paola enjoys being of service to her clients, building long-term relationships with them and helping them solve complex financial puzzles. She works with clients of all kinds, and especially appreciates the opportunity to assist those going through major life transitions. Her key advice to those she serves is to plan for the unlikely and unexpected. Paola is proud of her biggest accomplishment in life, “raising a smart, mature, compassionate and beautiful daughter—Anais—now majoring in marketing at University of San Francisco (USF).” In addition to spending time with her daughter, Paola enjoys dancing Cuban-style salsa (aka timba) almost every weekend, hiking and walking Bay Area trails with friends and family, and tending to her vegetable garden.
Education
Georgetown University, B.S., Foreign Service
EP Wealth Advisors is a fee-only registered investment advisory and financial planning firm headquartered in Torrance, California. EP Wealth manages over $16.1 billion in AUM as of December 31, 2022. With offices from coast to coast, EP Wealth combines the resources of a large firm with a local approach to provide client-centric financial planning, wealth management and investment management services to individuals and businesses. EP Wealth continues to grow and enrich the lives of our clients and team and has been recognized as a leader in the RIA space by multiple financial and industry publications, including Barron's 2022 list of top RIA’s, Financial Planning’s top firms of 2022, and many more at both the national and regional level. The firms Torrance headquarters has been named a Best Place to Work by the Los Angeles Business Journal, and several advisors and functional leaders have been named to varied "Best", "Rising Star" and "40 Under 40" lists.
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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Paola Ramos is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Contact Paola Ramos
Office Locations:
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1333 N California Blvd.
Suite 100
Walnut Creek, CA 94596
