As a LPL Financial Advisor at Cornerstone Financial Group, Inc. I collaborate with my clients tocreate an action plan that manages both sides of their balance sheet. Through comprehensivefinancial planning, I walk my clients through a systematic approach that includes liabilitymanagement, investment planning, retirement savings, and much more. Our in-house team ofFinancial Planners, Insurance Professionals, and other specialties are equally passionate aboutaddressing all aspects of your financial well-being.It is rewarding to educate my clients and strengthen their financial competency, with the goal ofensuring they gain knowledge that will help them make the best decisions for their families. Ibelieve in honest communication and an approachable view of wealth management. My process,along with my common-sense approach to customer service, has created an effective path forclients to build, manage, preserve, and transition wealth.I am a graduate and active alumnus of the University of Louisiana at Lafayette and am veryexcited about bringing my family back to Acadiana. My wife and I are eager to reacquaintourselves with the community to see where our talents may be best served and look forward toraising our two children in a place that is so special to us.Eli Ramirez LPL Financial Advisor213 N. College RoadLafayette, LA 70506-4230P: (337) 233-6066 F: (337) 889-3266www.cornerstonela.com
Cornerstone Financial Group, Inc.
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Lpl Financial AdvisorCornerstone Financial Group, Inc. Mar 2022 - PresentLafayette, LaSecurities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SICP, please refer to "Contact Info" section above.Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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Financial AdvisorWells Fargo Advisors Mar 2018 - Mar 2022Houston, Texas Area -
Private Client BankerJpmorgan Chase Bank, N.A. May 2015 - Feb 2018 -
Relationship BankerJpmorgan Chase Bank, N.A. Mar 2014 - Apr 2015
Eli Ramirez Education Details
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University Of Louisiana At LafayetteFinance
Frequently Asked Questions about Eli Ramirez
What company does Eli Ramirez work for?
Eli Ramirez works for Cornerstone Financial Group, Inc.
What is Eli Ramirez's role at the current company?
Eli Ramirez's current role is LPL Financial Advisor at Cornerstone Financial Group, Inc..
What schools did Eli Ramirez attend?
Eli Ramirez attended University Of Louisiana At Lafayette.
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