Mike Ramirez, CFP®, CCPS

Manager, 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!

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