Eduardo Ramos Bio
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SAN JUAN OFFICE Centro Internacional de Mercadeo Tower One - Suite 205 Guaynabo, PR 00968 Phone : 787.792.3000 Fax : 787.277.0218 CHICAGO OFFICE 500 North Michigan Avenue Suite 300 Chicago, IL 60611 Phone : 312.396.4175 Fax : 312.396.403 [email protected] www.freedom-advisory.com EDUARDO J. RAMOS , CPA, CIMA --- President & Registered Investment Advisor --- In 2008, Mr. Ramos founded Freedom Advisory, LLC in order to provide a more comprehensive range of financial planning and investment management services to the clients of his public accounting practice, Ramos & Co. CPA, P.S.C. In 2009, he established an office in Chicago to better serve his clients in that region. Mr. Ramos currently splits his time between the San Juan and Chicago offices. Specifically working with individuals, entrepre- neurs, professionals, small businesses, corporations, and estates, Mr. Ramos actively participates in the management of his client’s finances. He is dedicated to developing lasting relationships and focuses on providing exemplary client service. Mr. Ramos continues to invest in ongoing education to identify new tools and techniques that will help his clients achieve their goals. Mr. Ramos frequently contributes to national industry conventions and seminars and maintains strong affiliations with major financial institutions. Eduardo Ramos has been providing clients with financial planning, accounting and business consulting services since 1993. Currently, Mr. Ramos serves more than 125 clients with financial, retirement, risk manage- ment, tax planning and investment management services. In addition to providing financial and tax planning advice, Mr. Ramos manages multi-million dollar portfolios for his clients. FREEDOM ADVISORY , LLC PRESIDENTIAL BIOGRAPHY EDUCATION > M.B.A. in Financial Management, 1988, Saint Joseph's University, Philadelphia, PA > B.A. in Accounting, 1984, Inter-American University, San Juan, PR PROFESSIONAL DESIGNATIONS & ASSOCIATIONS > Certified Public Accountant, PUERTO RICO > Certified Public Accountant, FLORIDA > Series 65 – Financial Industry Regulatory Authority > CIMA > Member of Puerto Rico Society of CPAs > Member of Florida Society of CPAs ® ®
Transcript of Eduardo Ramos Bio
SAN JUAN OFFICE
Centro Internacional de Mercadeo Tower One - Suite 205Guaynabo, PR 00968Phone : 787.792.3000Fax : 787.277.0218
CHICAGO OFFICE
500 North Michigan AvenueSuite 300Chicago, IL 60611Phone : 312.396.4175Fax : 312.396.403
E D U A R D O J. R A M O S, C PA , C I MA --- President & Registered Investment Advisor ---
In 2008, Mr. Ramos founded Freedom Advisory, LLC in order to provide a more comprehensive range of �nancial planning and investment management services to the clients of his public accounting practice, Ramos & Co. CPA, P.S.C. In 2009, he established an o�ce in Chicago to better serve his clients in that region. Mr. Ramos currently splits his time between the San Juan and Chicago o�ces.
Speci�cally working with individuals, entrepre-neurs, professionals, small businesses, corporations, and estates, Mr. Ramos actively participates in the management of his client’s �nances. He is dedicated to developing lasting relationships and focuses on providing exemplary client service. Mr. Ramos continues to invest in ongoing education to identify new tools and techniques that will help his clients achieve their goals.
Mr. Ramos frequently contributes to national industry conventions and seminars and maintains strong a�liations with major �nancial institutions.
Eduardo Ramos has been providing clients with �nancial planning, accounting and business consulting services since 1993. Currently, Mr. Ramos serves more than 125 clients with �nancial, retirement, risk manage-ment, tax planning and investment management services. In addition to providing �nancial and tax planning advice, Mr. Ramos manages multi-million dollar portfolios for his clients.
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EDUCATION
> M.B.A. in Financial Management, 1988, Saint Joseph's University, Philadelphia, PA
> B.A. in Accounting, 1984, Inter-American University, San Juan, PR
PROFESSIONAL DESIGNATIONS & ASSOCIATIONS
> Certified Public Accountant, PUERTO RICO
> Certified Public Accountant, FLORIDA
> Series 65 – Financial Industry Regulatory Authority> CIMA
> Member of Puerto Rico Society of CPAs
> Member of Florida Society of CPAs
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