Our Advisors
Donald Ramirez, CFP®‚ CRPC®‚ CEPA | Managing Principal
Don Ramirez is the co-founder of Peak Wealth Advisors and is a CERTIFIED FINANCIAL PLANNER™ professional. Prior to founding Peak Wealth Advisors in 2009, Don was a Senior Financial Advisor with Merrill Lynch for 14 years where he was consistently rated a Platinum Service Provider for receiving client survey rankings in the top 10% of his peers.
Don is a seasoned advisor with a great depth of knowledge in professional money management, tax and estate planning. He is also an experienced entrepreneur having started a successful tax software distribution business and an electronic filing bureau which grew to 30 employees supporting over 500 tax offices throughout California.
A graduate of USC’s Marshall School of Business he has been awarded the CERTIFIED FINANCIAL PLANNER™ designation from the CFP® Board of Standards, the Chartered Retirement Planning Counselor™ designation from the College for Financial Planning and the Certified Exit Planning Advisor designation from the Exit Planning Institute. Don serves as the President of the Camp Ocean Pines board of directors and is a past President of the Central Coast Council for Planned Giving. A Rotarian since 1993, he is an active member of the Cambria Rotary Club.
