Paul L. Ramirez, CFP®, CFA

Principal

  • BIO
  • Education, Highlights & Awards

    Biography

    Paul is one of the Leaders of our Wealth Management team. As a member of the company’s wealth management business, he focuses on providing comprehensive financial planning solutions to guide clients through various stages of life. He strives to work closely with clients to find solutions that help them meet their goals and needs, whether it’s achieving a comfortable retirement, planning for college, addressing estate issues, and more. Paul specializes in providing complex investment solutions for clients who require more unique approaches.

    Before joining IF-Hayman Capital, Paul worked as an Assistant Wealth Advisor at Brouwer & Janachowski. With over 20 years of experience in investments, he has created and managed complex investment solutions for large institutions, including private and public pension funds, large Fortune 500 companies, and sovereign wealth funds.


    Education

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

    Highlights

    Certified Financial Planner?

    Recipient of the 2016 “Outstanding Student Award” from the University of California, Berkeley Extension Certificate Program in Personal Financial Planning


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