Paola Ramos
Wealth Advisor
Paola brings 25 years of experience to the team. After spending 15 years as a non-profit professional advocating for clean water for all Californians, Paola transitioned into a career as a CERTIFIED FINANCIAL PLANNER™, continuing to use her skills and experience in service of others. As a Wealth Advisor, Paola plays a foundational part in our wealth management process by building and maintaining financial plans and supporting client relationships. Paola enjoys helping clients solve complex financial puzzles and coaching clients as they navigate through life transitions that impact their financial goals.
Prior Work Experience
Accreditations
Education
Volunteer Service
Personal
EP Wealth Advisors: Wealth Advisor
Mercer Global Advisors: Wealth Advisor
Hewins Financial Advisors: Financial Advisor
Robasciotti & Philipson: Wealth Manager
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Georgetown University: Bachelor of Science, Foreign Service, International Affairs
San Francisco State University: Executive Certificate, Personal Financial Planning
KIPP Schools, Community Engagement & Partnerships Program, Financial Literacy Workshop Presenter
YWCA Berkeley/Oakland Chapter, Financial Empowerment Program, Workshop Presenter
Advisers Give Back, Volunteer
For fun, Paola enjoys spending time with her family and friends, hiking the Bay Area’s many trails, and practicing her salsa moves on the dance floor.
