Sergio Ramirez is a seasoned financial agent at Pacific Advisors since October 2017, focusing on helping clients achieve their goals through solid financial planning. Prior to this role, Sergio contributed to the Student Managed Investment Fund at California State University-Fullerton's Mihaylo College of Business and Economics from January 2017 to August 2017, where responsibilities included creating investment reports on stocks and ETFs and presenting them for approval. Sergio holds a Bachelor of Arts in Accounting and Finance from Cal State Fullerton, completed in 2017, and graduated with honors from Whittier Christian High School in 2013.
Sign up to view 0 direct reports
Get started