Robert T. Ramos CFP®, ChFC®, CASL®

Financial Advisor

Rob obtained a Bachelor’s degree in Economics from the University of Maryland before entering the financial services field with Prudential in September of 1993. He became an independent advisor in 2000 before forming the partnership with Joyce in 2005.

He has successfully completed the following designation programs: CERTIFIED FINANCIAL PLANNER™(CFP®), Chartered Financial Consultant (ChFC®) and Chartered Advisor for Senior Living (CASL®).

Rob specializes in comprehensive personal financial planning, investment management strategies, retirement planning, retirement planning and estate planning.

Rob grew up in Sparrows Point, MD which is located in Baltimore County. He put himself through college working in factories around Baltimore. He currently resides near Allen’s Fresh In Charles County with his wife Linda. Linda is a federal IT contractor who likes painting and gardening in her free time. Rob enjoys spending time in nature walking, kayaking and taking pictures of the wildlife in the area.