32170 Temecula Pkwy, Bldg C
Temecula, CA 92592
Covering northern branches in Riverside County and surrounding areas
Ramon Baez is a Financial Advisor at California Coast Financial Services. His career in finance began 10 years ago as a manager at US Bank. Ramon decided to transition into the financial planning space due to his passion for helping others pursue and achieve their long-term financial goals. He does this by utilizing a service-driven and client-oriented approach. His philosophy has always been to do more for others than himself, and his dedication to providing holistic financial advice offers clients a sense of clarity and confidence while on their financial journey.
Ramon earned his Bachelor of Science in Business Management from the University of Phoenix. Holding his Series 7, 63, and 65 registrations, alongside an Accredited Asset Management Specialist (AAMS®) professional designation, he is well-suited to serve each client at the highest elite level.
Outside of work, he volunteers his time to coach children and adults the fundamentals of self-defense and fitness through Brazilian Jiu-jitsu and ultramarathon running.