Matthew Ramos (CFP®, MBA)

Matthew Ramos focuses in the
following client markets or areas of practice:

Baby Boomers

Cash Flow/Budgets/Credit Issues

College/Education Planning

Divorce Planning

Federal Employees

Financial Psychology/Coaching

Planning Specialties

Financial Planning

Investment Management

Portfolio X-Rays

Second Opinions

Additional Information

MAR Financial Planning, LLC was founded with the mission to provide affordable and straightforward financial planning and investment management for everyone. Financial planning can be complicated, but my approach is not. I believe my role as your financial planner is similar to that of your family doctor: you have an annual physical, regular checkups, and receive straightforward treatments when you are not well.

For most of us, wealth is not created quickly; it is a marathon that requires discipline, patience, and consistency. I am here to help you cross the finish line. I have been in the financial advisory industry since 2001 and became a CERTIFIED FINANCIAL PLANNER™ professional in 2010. I am compassionate, empathetic, and patient because I've struggled with my finances in the past too. Those experiences in my early 20s taught me great lessons about discipline, making smarter decisions, delaying gratification, saving money, planning, and investing for the future. I am confident you can benefit from the professional expertise and life experiences I have to offer.