German M. Ramirez Email & Phone Number
Managing Director and Founder @ CERTA FINANCIAL PLANNING
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German M. Ramirez Location
- Miami, FL, US
German M. Ramirez Work
- 2019 -now Managing Director and Founder @
- 2016 -2019 Chief Investment Officer and Managing Director and Senior Wealth Manager @ BluePrint Wealth Alliance
- 2015 -2016 Senior Vice President - Private Client Services @
- 2012 -2015 Vice President - Financial Consultant @
- 2011 -2012 Financial Consultant @ Investacorp
- 2007 -2011 Financial Consultant @
- 2006 -2007 Financial Consultant @
- 2005 -2006 Marketing Associate @
- 2003 -2005 Financial Services Representative @
German M. Ramirez Education
- Florida International University
Bachelor of Business Administration (B.B.A.) (Finance, General)
2001-2004 - Miami Dade College
Associate of Arts (A.A.) (Business/Commerce, General)
1999-2001 - University of Miami Division of Continuing & International Education
CFP Coursework (Certified Financial Planner Education Requirement)
German M. Ramirez Skills
- Portfolio Management
- Financial Services
- Investment Advisory
- Finance
- Investments
- Wealth Management
- Mutual Funds
- Management
- Financial Planning
- Financial Advisory
- Retirement Planning
- Asset Management
- Securities
- Insurance
- Life Insurance
- Series 63
- Wealth Accumulation
- Asset Allocation
- Financial Analysis
- Investment Strategies
- Retirement
- Alternative Investments
- Estate Planning
- Investment Management
- Banking
- 401k
- Risk Management
- Equities
- Fixed Income
- Fixed Annuities
- Loans
German M. Ramirez Summary
- German M. Ramirez, based in Miami, FL, US, is currently a Managing Director and Founder at CERTA FINANCIAL PLANNING. German M. Ramirez brings experience from previous roles at BluePrint Wealth Alliance, Kingsview Partners, Charles Schwab and Investacorp. German M. Ramirez holds a 2001 - 2004 Bachelor of Business Administration (B.B.A.) in Finance, General @ Florida International University. With a robust skill set that includes Portfolio Management, Financial Services, Investment Advisory, Finance, Investments and more. German M. Ramirez has 2 emails and 1 mobile phone numbers on RocketReach.
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