Yesenia Ramirez, CFP®, joined Tobias Financial Advisors in March of 2017 and serves as a Wealth Advisor. In this role, Yesenia focuses on managing relationships with families to ensure they are on track to meet their goals. By maintaining proactive contact with our families, she can understand their unique circumstances and provide comprehensive wealth management. She not only creates their financial plan but also helps implement long-term changes to strengthen their financial position and sense of security. These plans can include anything related to their financial house, ranging from estate planning and asset distribution across generations to tax optimization strategies and retirement planning.
Yesenia serves on the board of Take Stock in Children of Broward Country and dedicates her time helping students on their path toward higher education and economic success. As someone who was grew up in similar circumstances as the children served by Take Stock, she finds it incredibly important to provide opportunities and mentors to students who might otherwise lack a role model to help them realize their full potential. She is also a member of the National Association of Personal Financial Advisors (NAPFA).
Yesenia is a native of Miami, Florida and received her Bachelor of Science degree in Economics from Duke University. During the course of her college work, Yesenia participated in the DukeEngage intern program that took her to South America where she was instrumental in streamlining the loan process for local business owners. Through this experience, Yesenia developed a passion for helping others achieve their financial goals. After graduation, she worked as a Registered Representative at Merrill Lynch.
Yesenia currently resides in Coconut Creek, FL with her fiancé and their Corgi, Daisy. In her spare time, she enjoys practicing yoga, bike riding around her community, and traveling.