Paola Ramos, CFP®

California State Icon Walnut Creek, California
Wealth Advisor
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About Paola

Paola Ramos had been working in the financial services industry for a decade when she joined EP Wealth Advisors in 2022. Paola’s previous positions included roles as an advisor, planner and wealth manager at several Registered Investment Advisors in the San Francisco Bay Area. Prior to that she spent the first 15 years of her professional life as a non-profit advocate, championing clean and affordable drinking water and a healthy environment in California. Paola enjoys being of service to her clients, building long-term relationships with them and helping them solve complex financial puzzles. She works with clients of all kinds, and especially appreciates the opportunity to assist those going through major life transitions. Her key advice to those she serves is to plan for the unlikely and unexpected. Paola is proud of her biggest accomplishment in life, “raising a smart, mature, compassionate and beautiful daughter—Anais—now majoring in marketing at University of San Francisco (USF).” In addition to spending time with her daughter, Paola enjoys dancing Cuban-style salsa (aka timba) almost every weekend, hiking and walking Bay Area trails with friends and family, and tending to her vegetable garden.

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Georgetown University, B.S., Foreign Service

How can Paola help?


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Paola works in our Walnut Creek office in California, see their office information here.
Walnut Creek Office