Jeremiah Ramirez

Jeremiah is a Paraplanner at Lake Avenue Financial and believes in providing transparent and objective financial planning with an emphasis on the client experience. As a Paraplanner, Jeremiah works with our financial planners to help our clients develop financial plans. 

Jeremiah's duties include gathering and reviewing client financial records, modeling possible financial scenarios, utilizing financial planning software to analyze clients' needs and goals, as well as craft reports with action items and recommendations.