John Paul Ramos

Massachusetts State Icon Boston, Massachusetts
Financial Planning Associate
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About John

John Paul Ramos began honing his skills in the financial services sector while he was college. He had nearly two years of staff experience when he joined EP Wealth Advisors in 2022. John Paul previously had been a Financial Planning Associate at Minot Wealth Management, LLC. Before that, he was a Financial Planner at Commonwealth Financial Group, where he also interned while attending Stonehill College. Having worked with a successful advisory team managing client assets with an emphasis on holistic financial and estate planning, John Paul values EP Wealth’s commitment to comprehensive planning relationships. He enjoys taking into account each client’s goals and objectives and finding solutions that help achieve them. An avid sports enthusiast, John Paul loves to golf. He also enjoys spending time with his family, and looks forward to summertime visits to Cape Cod.

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Education

Stonehill College, B.S. in Finance with a Minor in Economics

How can John help?

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