Yesenia Ramirez (CFP®)

Yesenia Ramirez focuses in the
following client markets or areas of practice:

  • Business Owners
  • Cash Flow/Budgets/Credit Issues
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules

Planning Specialties

Yesenia Ramirez, CFP®, joined Tobias Financial Advisors in March 2017 and serves as an Associate Financial Advisor.
Yesenia's responsibilities largely revolve around relationship management with her clients and financial plan development. This role involves searching for tax optimization strategies; discussing possible shortcomings in their property, casualty, or life insurance policies; reviewing estate plans; developing savings and retirement programs; and creating comprehensive financial plans.

Prior to joining Tobias Financial Advisors, Yesenia was a Registered Representative at Merrill Lynch where she gained valuable experience in assisting domestic and international clients with their wealth management needs, in both English and Spanish.

Yesenia received her Bachelor of Science in Economics from Duke University. She is a member of the National Association of Personal Financial Advisors (NAPFA).

To learn more about her services as a financial planner and/or to contact her, please call 954-424-1660.

www.tobiasfinancial.com

Additional Information

Yesenia is passionate about her clients at Tobias Financial Advisors and enjoys pursuing her after-hours passion of yoga. Her daily practice serves as a reminder of the importance of helping clients find and maintain balance in their lives, whether that is finding time for family, work, individual passions, or working for the future. She also enjoys spending time at the beach, reading fiction, and rollerblading. 

NAPFA Start Date

March 29, 2017

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This Office

1000 S Pine Island Rd Ste 250 Plantation, FL 33324-3910 Phone: (954) 424-1660 Fax: (954) 424-9545