Giovanni Ramirez, CRPC®
Financial Advisor
MEET WITH GIOVANNI! Choose a Suncoast Credit Union service center below to make a phone appointment. |
ABOUT
With many years of experience in financial services, I have guided individuals, families, and business owners to build, preserve, and transfer wealth. My experience includes developing comprehensive financial plans, managing investments, and providing strategic guidance to help clients work towards success. As your partner, we will work together to understand your specific short and long-term goals to create a customized financial roadmap.
QUALIFICATIONS
- Member Representative, Trax Credit Union (2013-2016)
- Sr. Financial Services Representative, Suncoast Credit Union(2018-2022)
- Holds CRPC designation
- Holds FINRA Series 6, 7, 66, and SIE securities licenses with LPL Financial
- Holds Florida life & health insurance licenses
EDUCATION
Graduated from the University of South Florida with a bachelor’s degree in finance.
PERSONAL
I have been married for over 11 years. I have one daughter. Together, we have a small dog named Sophie.