David Ramos Location
Thousand Oaks, CA, US
David Ramos Work
- 2004 - now Wealth Manager @ Financial Pointe Wealth Management
- 1999 - 2004 Financial Advisor @ Bailey Wealth Advisors
- 1998 - 1999 Financial Advisor @ CIGNA Financial Advisors
David Ramos Education
- Community College of the Air Force
AAS (Airway Science)
1982 - 1987 - Willapa Valley High School1975 - 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
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 2 mobile phone numbers on RocketReach.
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Top Financial Pointe Wealth Management Employees
-
Erik Endersbe
Financial Advisor at Financial Pointe Wealth Management
Saint Paul, MN, US23 -
John Madson
Financial Advisor at Financial Pointe Wealth Management
Minneapolis, MN, US45+ -
Elad Goren
CERTIFIED FINANCIAL PLANNER™ at Financial Pointe Wealth Management
Los Angeles, CA, US21 -
Ben Hovland
Financial Advisor at Financial Pointe Wealth Management
Minneapolis, MN, US41 -
Steve Thomas
Owner at Financial Pointe Wealth Management
Thousand Oaks, CA, US15+ -
Mariam Vedadi
Paraplanner at Financial Pointe Wealth Management
Minneapolis, MN, US14 -
Mohammad Vedadi
Financial Advisor at Financial Pointe Wealth Management
Minneapolis, MN, US11 -
David Ramos
Wealth Manager at Financial Pointe Wealth Management
Thousand Oaks, CA, US15+ -
Cody Pollock
Financial Advisor at Financial Pointe Wealth Management
Eden Prairie, MN, US12 -
Kevin Tolsma
IMPORTANT DISCLOSURES at Financial Pointe Wealth Management
Thousand Oaks, CA, US13 -
23
-
Barry Mann
Financial Advisor at Financial Pointe Wealth Management
California, United States32
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