David Ramos Email & Phone Number
Wealth Manager @ Financial Pointe Wealth Management
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David Ramos Location
- Thousand Oaks, CA, US
David Ramos Work
- 2004 -now Wealth Manager @
- 1999 -2004 Financial Advisor @
- 1998 -1999 Financial Advisor @ CIGNA Financial Advisors
David Ramos Education
- Community College of the Air Force
AAS (Airway Science)
1982-1987 - Willapa Valley High School 1975-1978
David Ramos Skills
- Small Business
- Strategic Financial Planning
- Financial Advisory
- Qualified Retirement Plans
- Criterion Referenced Instruction Graduate
- Entrepreneurship
- IRAs
- Wealth Accumulation
- Financial Goals
- Series 7
- Employee Benefits
- Microsoft Advance Server Training
- Wealth
- Retirement Planning
- Wealth Management
- Trust Document Analysis
- Succession Planning
David Ramos Summary
- David Ramos, based in Thousand Oaks, CA, US, is currently a Wealth Manager at Financial Pointe Wealth Management. David Ramos brings experience from previous roles at Sagemark Consulting and CIGNA Financial Advisors. David Ramos holds a 1982 - 1987 AAS in Airway Science @ Community College of the Air Force. With a robust skill set that includes Small Business, Strategic Financial Planning, Financial Advisory, Qualified Retirement Plans, Criterion Referenced Instruction Graduate and more. David Ramos has 1 emails and 4 mobile phone numbers on RocketReach.
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