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Steven L. Ramirez, CFP®, CFA

Principal

North Bay

Client Advisory

Biography

Steven is a Principal in the North Bay office. As a member of the firm’s Wealth Management practice, he is focused on providing a complete financial planning solution for his clients, guiding them through the various stages of their lives. He seeks to closely work with his clients to find solutions that will help them achieve their goals and needs, whether thriving through retirement, planning for college, addressing legacy considerations, and more. Steven specializes in providing complex investment solutions for clients who have the need for more unique solutions.

Prior to joining Cerity Partners, Steven was an Associate Wealth Advisor at Brouwer & Janachowski. Steven has an extensive background in investments. He has over 20 years of experience creating and managing complex investment solutions for large institutions such as private and public pension funds, large Fortune 500 corporations, and sovereign wealth funds.

Learn more about my practice.

Education

  • MBA from the University of California, Berkeley
  • B.A. in Economics, University of Southern California

Highlights

  • CERTIFIED FINANCIAL PLANNER®
  • Chartered Financial Analyst®

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By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.