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@financialpointe.com
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9 phones found area 608, 818, 805, 682, and 702
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LinkedIn matched
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David Ramos is listed as Wealth Manager at Financial Pointe at Financial Pointe Wealth Management, a with 13 employees, based in Thousand Oaks, California, United States. AeroLeads shows a work email signal at financialpointe.com, phone signal with area code 608, 818, 805, 682, 702, and a matched LinkedIn profile for David Ramos.
David Ramos previously worked as Wealth Manager at Financial Pointe Wealth Management and Financial Advisor at Sagemark Consulting. David Ramos holds Aas, Airway Science from Community College Of The Air Force.
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AeroLeads found 1 current-domain work email signal for David Ramos. Compare company email patterns before reaching out.
Financial Pointe takes all of the financial choices and decisions our clients have made over their lifetime, and give them back a financial "road map" for the rest of their lives. My clients can look to me to provide three things:1. A relationship with an advisor who's knowledge and experience can help them identify their "unique" life goals.2. An advisor to help them choose the best way to accomplish those goals.3. An advisor they can Know to become the "steward" of their "unique" life goals. An advisor who's ethic's and values put their interests ahead of my own.I have seldom been the "first" financial services person my clients have worked with, let's work together to give you confidence in your financial future!Specialties: I provide advisory support for lives in transition: Saving for children's/ grand-children's educationBusiness Owner/Executive Pension programs & Employee Benefit OptionsBusiness Owner Exit Strategies and Business Succession planningIf you have a decision to make...let me help you make the right one.
Listed skills include Strategic Financial Planning, Wealth Management, Small Business, Financial Advisory, and 13 others.
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3323 Old Conejo Rd Thousand Oaks, Ca
Providing concierge Wealth Management for Executives, Professionals and Business Owners. I am the steward of my clients financial plan so they can concentrate on enjoying their lives.Securities and Investment Advisory services offered through SagePoint Financial, Inc., MEMBER FINRA/SIPC and a Registered Investment Advisor. “Financial Pointe is not affiliated with Sagepoint Financial.”
Westlake Village, Ca
Provided Personal and Business Financial Planning for clients located in the Southern California area. I additionally performed the function of Regional Director of Planning to enhance client services. This allowed me to not only develop my own client cases, but to review and recommend for numerous other advisor cases. This experience provided me with an in depth knowledge of many unique planning situations than another adviser might encounter over a normal career.
This company was purchased by Lincoln Financial Group and renamed Sagemark Consulting.
Other employees you can reach at financialpointe.com. View company contacts for 13 employees →
Mark Roncoroni
Colleague at Financial Pointe Wealth ManagementCamarillo, California, United States
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Aleksandar Krakovic
Colleague at Financial Pointe Wealth ManagementGlendale, California, United States
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Edward Albrecht
Colleague at Financial Pointe Wealth ManagementVentura County, California, United States
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Barry Mann
Colleague at Financial Pointe Wealth ManagementLos Angeles County, California, United States
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Melissa A Kettenburg
Colleague at Financial Pointe Wealth ManagementThousand Oaks, California, United States
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Quick answers generated from the profile data available on this page.
David Ramos works for Financial Pointe Wealth Management.
David Ramos is listed as Wealth Manager at Financial Pointe at Financial Pointe Wealth Management.
AeroLeads has found 1 work email signal at @financialpointe.com for David Ramos at Financial Pointe Wealth Management.
AeroLeads has found 9 phone signal(s) with area code 608, 818, 805, 682, 702 for David Ramos at Financial Pointe Wealth Management.
David Ramos is based in Thousand Oaks, California, United States while working with Financial Pointe Wealth Management.
David Ramos has worked for Financial Pointe Wealth Management, Sagemark Consulting, and Cigna Financial Advisors.
David Ramos's colleagues at Financial Pointe Wealth Management include Mark Roncoroni, Aleksandar Krakovic, Edward Albrecht, Barry Mann, and Melissa A Kettenburg.
You can use AeroLeads to view verified contact signals for David Ramos at Financial Pointe Wealth Management, including work email, phone, and LinkedIn data when available.
David Ramos holds Aas, Airway Science from Community College Of The Air Force.
David Ramos is listed with skills including Strategic Financial Planning, Wealth Management, Small Business, Financial Advisory, Wealth Accumulation, Retirement Planning, Employee Benefits, and Series 7.
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