True North Advisors
Armando Ramirez has a diverse work experience in the financial services industry. Armando started their career at Avantax Wealth Management® in September 2020 as a Client Service Specialist I, where they provided excellent customer service. In February 2022, they were promoted to the role of Client Service Specialist II. Armando then joined Goldman Sachs in May 2022 as an Operations Analyst, focusing on personal finance management. Armando's most recent role is as a Client Operations Analyst at True North Advisors, starting in May 2023. Throughout their career, Armando has gained valuable skills and experience in client service, operations, and personal finance.
Armando Ramirez attended Seven Lakes High School from 2007 to 2011, where they received their high school diploma. Armando then pursued higher education and obtained a Bachelor of Science degree in Business Administration from Oklahoma State University from 2013 to 2015. Their field of study during this time was Business, Management, Marketing, and Related Support Services.
True North Advisors
True North Advisors is made up of skilled and caring individuals who are committed to an independent, client-centric approach to managing wealth. Our team is experienced and credentialed in both financial planning and portfolio management. We come together from different backgrounds and with different strengths to serve our clients’ needs in astrategic and proactive way. Our expert wealth advisors design highly customized, holistic financial plans that are uniquely focused on what matters most to you. Our team works in tandem with you, your estate planner and/or your CPA. Our disciplined, long-term approach has the flexibility to adapt to your circumstances as they change. It is, in essence, a financial roadmap to help you reach your goals. It is your True North, and we provide the expertise and financial vehicles to get you there. Our Investment Team builds global, diversified, multi-asset class portfolios with broad exposure to equities, fixed income, real assets, hedge funds and private equity investments. Our value-oriented approach allows us to be opportunistic when valuations are cheap, and defensive when they are expensive. We use a functional asset class framework to build portfolios that categorizes investments by their objective rather than by traditional asset class definitions. We provide advice that’s inspired by aspirations, not sales commissions.