San Diego, California Office

3655 Nobel Drive
Suite 200
San Diego, CA 92122

Phone: (858) 622-9009

Fax: (858) 622-9028

Mike Ramirez

Mike Ramirez, CFP®, CCPS

Associate Director of Financial Planning

San Diego, California

  • Mike enjoys getting to know clients and supporting their financial goals.

  • Prior to joining EP Wealth Advisors, Mike was a portfolio manager with Private Asset Management for eight years.

  • In 2009, he graduated from Santa Clara University's Leavey School of Business with a degree in Finance. He earned his CFP® certification in 2016 and has been actively involved with the Financial Planners Association's San Diego chapter. Mike is also a Certified College Planning Specialist (CCPS), Certified College Financial Consultant (CCFC) and a graduate of LEAD San Diego's Impact program.

  • He and his wife Lauren are native San Diegans, and currently reside in north county with their four children and two dogs!

WE KEEP YOU INFORMED

You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.

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