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Check out the background of this investment professional on FINRA’s Broker CheckBrokercheck

Check out the background of this investment professional on FINRA’s Broker CheckBrokercheck

Angel Ramirez

Hi, my name is Angel Ramirez and my mission as a financial advisor is to show you that a financial plan and a dignified retirement is not rocket science. It’s normal for retirement to concern people due to a lack of defining goals. You hear you need a plan but don’t know where to start. This can be difficult at any stage of life but it is a common issue that people struggle with no matter your background.

My goal is to guide you through the process to creating a simple and understandable financial plan, educating you to make informed decisions to achieve financial peace, and help you stay on track with your goals. However, one of the most rewarding things for me to see is watching you build confidence in your financial future as a result of our work together.

My connection with Dave Ramsey started in 2011 when I went through a family emergency and found myself without money to help my family when they needed it the most. I thought I was living a perfect life until I realized that I was “paycheck to paycheck,” with full credit cards and financially disorganized. In the midst of that hard situation, I found Dave Ramsey and decided to learn about the baby steps and used the tools to organize my finances and life. As a result of that life-changing process, we are a debt-free family, working through baby steps 4, 5, and 6.

After being on the client side for a few years, experiencing the benefit and peace of mind of having a defined financial plan for my family’s well-being as I walked alongside and learned from my financial advisor, my passion for helping other people, like yourself, to have the same opportunity grew.
Leaving no one behind, I work with clients from all walks of life and ages. However, I consider my niche are bilingual (English and Spanish) individuals and families living in a multicultural environment.

Schedule a Call

We’ll start with a conversation to get to know each other

Meet Up

We’ll set up a time to meet in person or virtually

Get a Plan

I’ll present you with a customized plan based on your goals

More About Angel:

  • Securities Licenses (Series 7, 66)
  • Insurance Licenses (Life, Health, Long-Term Care)
  • M.B.A. from Clemson University
  • Financial Master Coach Training graduate
  • Member at Grace Church
  • Bilingual (English and Spanish)

Locations Served

Contact

  • angel@smartprousa.com
  • 864.770.7788

State Licenses

Affiliated with all 50 states