Yesenia Ramirez

CFP®

Tobias Financial Advisors

Wealth Advisor

Yesenia Ramirez

CFP®

Tobias Financial Advisors

Wealth Advisor

Achieving financial success isn’t the result of a single life changing choice – it’s the result of a myriad of small decisions made along the way. I help you understand the choices in front of you and present creative solutions so you can make educated decisions that prepare you for the life you want to live. - Yesenia Ramirez, CFP®

Fee-Only Financial Planner serving the entire South Florida region including Plantation, Boca Raton, Ft. Lauderdale, Miramar, Aventura, Weston and Miami

Yesenia Ramirez is a Plantation, FL fee-only financial planner. Tobias Financial Advisors provides financial and life planning, management of investment assets, and an array of financial planning functions to help clients organize, grow and protect their assets through life’s transitions.  As a fee-only, fiduciary, and independent financial advisor, Yesenia Ramirez is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Yesenia Ramirez joined Tobias Financial Advisors in March of 2017 and serves as an Associate Financial Advisor. She is a member of the National Association of Personal Financial Advisors (NAPFA).

Yesenia is a native of Miami, Florida and received her Bachelor of Science degree in Economics from Duke University. During the course of her college work, Yesenia participated in the DukeEngage intern program that took her to South America where she was instrumental in streamlining the loan process for local business owners. She conducted interviews with these business owners to fully understand their business models and how the funds were used to expedite loan processing. Through this experience, Yesenia developed a passion for helping others achieve their financial goals.

After graduation, she worked as a Registered Representative at Merrill Lynch. She gained valuable experience in assisting domestic and international clients with their wealth management needs, in both English and Spanish. Her attention to detail and drive to provide families with peace of mind will be invaluable to our clients.

Yesenia serves on the board of Take Stock in Children of Broward Country and dedicates her time helping students on their path toward higher education and economic success. As someone who was grew up in similar circumstances as the children served by Take Stock, she finds it incredibly important to provide opportunities and mentors to students who might otherwise lack a role model to help them realize their full potential.

In her spare time, Yesenia enjoys practicing yoga, reading books at the beach, and salsa dancing.

Yesenia Ramirez is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Like many of Tobias Financial Advisors’ clients, our founder, Ben Tobias, had a goal. His goal was to build a business with other compassionate advisors who are enthusiastic about seeing their clients achieve better financial futures. With over 40 years in the industry, Tobias Financial Advisors prides itself on developing long-lasting relationships with their select group of clients. These relationships are the cornerstone of our firm’s ability to live our mission to inspire, educate, and prepare our clients so they can live the lives they want. 
All Tobias Financial Advisor’s Financial Planners are required to hold the CERTIFIED FINANCIAL PLANNER™ designation, a sign of distinction in the industry. As a fee-only investment manager, our financial advisors are beholden to no one other than our clients. We are fiduciaries and legally obligated to put your best interests first. We are committed to providing unbiased financial advice and acting exclusively in the best interest of our clients. As a founding member of the Institute of Fiduciary Standard’s first class of Real Fiduciary™ Advisors, we are proud to adhere to the most rigorous standard of practices in the advice industry.

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

  • National Association of Personal Financial Advisors (NAPFA)
    Yesenia Ramirez is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Yesenia Ramirez is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® 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 Yesenia Ramirez

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Office Locations:

  • 1000 S Pine Island Rd
    Suite 450
    Plantation, FL 33324

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