Caroline Ramirez

Hello everyone, my name is Caroline Ramirez-Registered Representative. I'm a native San Diegan and have been in the finance industry for over a decade. I started my career as a teller in the credit union space where I learned the fundamentals of the finance industry. I transitioned into a relationship banker role at a major banking corporation, where I worked my way up and earned my FINRA Series 6, 63, and SIE registrations and assisted our financial advisors to help grow our clients’ wealth. I have also held positions in mutual fund trading. In my spare time, I love to be outside in search of whimsical outdoor spaces to take my doggo Pongo (yes, he's a Dalmatian) and pursue a new photography hobby.