Millu Ramirez, CFP®

Goals-Based Wealth Advisor at Highline Wealth Partners
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Contact Information
us****@****om
(386) 825-5501
Location
Los Angeles, California, United States, US
Languages
  • Fluent in Spanish Native or bilingual proficiency

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Bio

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Credentials

  • Certified Financial Planner (CFP)
    CFP Board
    Apr, 2020
    - Nov, 2024
  • Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities
    California Department of Insurance
  • Series 65
    FINRA

Experience

  • Highline Wealth Partners
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Goals-Based Wealth Advisor
      • Jul 2023 - Present

  • Urban Wealth Management
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Wealth Advisor
      • Feb 2018 - Jul 2023

      I am passionate about helping seasoned professionals maximize their investments accounts, minimizing taxes and creating a lasting legacy. I particularly focus on the unique challenges that women face while undergoing transitional life events. Starting again after a divorce or losing a spouse is challenging, but keeping your financial priorities in alignment with your goals and values will help you make wiser financial decisions. I am passionate about helping seasoned professionals maximize their investments accounts, minimizing taxes and creating a lasting legacy. I particularly focus on the unique challenges that women face while undergoing transitional life events. Starting again after a divorce or losing a spouse is challenging, but keeping your financial priorities in alignment with your goals and values will help you make wiser financial decisions.

  • SteelPeak Wealth
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Wealth Manager
      • May 2016 - Feb 2018

      I run a female-friendly wealth practice and specialized in helping career professionals in the medical field with a holistic approach to financial planning I run a female-friendly wealth practice and specialized in helping career professionals in the medical field with a holistic approach to financial planning

  • Trilogy Financial
    • United States
    • Financial Services
    • 100 - 200 Employee
    • Financial Advisor
      • May 2013 - May 2016

      ♦ At Trilogy, I provided comprehensive financial planning, offering them a full range of investment products and services tailored to meet their individual needs ♦ ♦ At Trilogy, I provided comprehensive financial planning, offering them a full range of investment products and services tailored to meet their individual needs ♦

  • Fortune Estate Funding
    • Woodland Hills
    • Property Manager
      • 2005 - 2012

      ♦ Managed portfolio of residential multi-unit property investment in various states, conducted property searches and evaluations for prospective investments♦ ♦ Managed portfolio of residential multi-unit property investment in various states, conducted property searches and evaluations for prospective investments♦

  • REMAX Masters Real Estate
    • United States
    • Real Estate
    • 1 - 100 Employee
    • Realtor
      • 1990 - 2001

      • Marketed single family residences and income properties in the Los Angeles area • Member of “Million Dollar Club” • Preferred listing agent for Ames Home Loans REO Department and for Pacific Properties of Southern California • Conducted creative marketing strategies using online, print media, cold calling, and mass mailing techniques • Marketed single family residences and income properties in the Los Angeles area • Member of “Million Dollar Club” • Preferred listing agent for Ames Home Loans REO Department and for Pacific Properties of Southern California • Conducted creative marketing strategies using online, print media, cold calling, and mass mailing techniques

Education

  • California State Polytechnic University-Pomona
    Bachelor of Science, Hotel and Restaurant Management

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