Eduardo Ramirez, CFP®

Financial Planning Manager

Torrance, California

Eduardo Ramirez is dedicated to refining financial planning processes, staying updated on industry trends and conducting educational seminars to enhance engagement among clients and advisors. He leads the development of integrated financial plans for high-net-worth clients, incorporating tax and estate planning to support advisors in presenting complex strategies. His commitment to being a fiduciary underscores his dedication to providing the best possible advice to clients.
Eduardo has over eight years of experience in the RIA space, starting his career at Mariner Wealth Advisors. As a wealth advisor, he worked closely with advisory teams and in-house experts to create customized and comprehensive financial plans. He also played a key role in the NextGen Council, providing mentorship and resources to help associates develop into successful advisors.
Eduardo graduated from Claremont McKenna College in 2016 with a bachelor's degree in Economics and is a Certified Financial Planner (CFP®). His collegiate experience included playing Division III football and club rugby, activities that honed his teamwork and leadership skills.
Outside of work, Eduardo enjoys snowboarding, overlanding and autocross. He values quality time with his wife, Kristin, and their basset hound, Scooter. Together, they share a love for board games and frequently host game nights with friends and family, fostering a close-knit community environment.