Patricia Lynn Ramirez
- Role
- Financial Advisor at Raymond James
- Location
- Walnut Creek, CA, US
- LinkedIn followers
- 500 followers
Experience
Financial Advisor
Apr 2015 — Present · Walnut Creek, CA, US
Oak Road, Suite 1030 // Walnut Creek, CA 94597 T 92••••••48 F 86••••••84 p••••••••@raymondjames.com Wealth Solutions~ •Investment Management and Planning •Trust Services, Estate and Wealth Transfer Planning Strategies •Coordination with External Tax and Legal Advisors •Philanthropic and Gifting Strategies •Concentrated Equity Strategies •Retirement Planning Strategies •Education Planning Strategies •Insurance Analysis/Risk Management •Access to Banking & Lending Services
Education
College of Financial Planning
Accredited Asset Management Specialist, Financial Planning and Services
2015 — 2016
Institute for Divorce Financial Analysts
Certified Divorce Financial Analyst
2015 — 2016
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