Efrain Ramirez, Financial Advisor
Accepting New Clients
Serving clients of all asset levels
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • New Investors
  • College Savings
  • Entrepreneurs & Business Owners
  • Military Professionals & Veterans
  • Hispanic Family Finances

About Efrain

I grew up in the small town of Ventura, California, where I learned about hard work and honest values. Raised with very modest means, I quickly went to work as a paperboy delivering newspapers before school. Then, out of pure persistence and grit, I convinced the local grocery store owner to give me a job. I worked there until my graduation from high school. I knew I wanted to change the course of my life and enlisted in the U.S. Army.

After serving my country for 21 years, I spent some time working at USAA and ADP before I decided...

Work History

  • Edward JonesJanuary 2024 to Current
  • ADPOctober 2021 to January 2024

Education

  • Univ of Maryland Univ CollegeBachelor of Science

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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