San Diego, CA
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Certified College Planning Specialist (CCPS)
Finance, Santa Clara University
Mike Ramirez, CFP®, CCPS, is a financial planner in EP's San Diego office. 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. Most recently, Mike became a Certified College Planning Specialist (CCPS) in 2020. Mike is also a graduate of LEAD San Diego's Impact program. He and his wife Lauren are native San Diegans, and currently reside in north county San Diego with their daughter, Remi and golden retriever, Stevie.