Mike Ramirez, CFP®, CCPS
Associate Director of Financial Planning
San Diego, California
San Diego, California Office
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Mike enjoys getting to know clients and supporting their financial goals.
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Prior to joining EP Wealth Advisors, Mike was a portfolio manager with Private Asset Management for eight years.
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In 2009, he graduated from Santa Clara University's Leavey School of Business with a degree in Finance. He earned his CFP® certification in 2016 and has been actively involved with the Financial Planners Association's San Diego chapter. Mike is also a Certified College Planning Specialist (CCPS), Certified College Financial Consultant (CCFC) and a graduate of LEAD San Diego's Impact program.
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He and his wife Lauren are native San Diegans, and currently reside in north county with their four children and two dogs!
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