About Our Founder


 

Eduardo Ramos has been providing clients with financial planning, accounting, investment management and consulting services since 1984.

Currently, Mr. Ramos serves to a substantial number of clients with financial, retirement, risk management, tax planning and investment management services.  In addition to providing financial and tax planning advice, Mr. Ramos manages multi-million dollar portfolios for his clients. In 2008, Mr. Ramos founded Freedom Advisory, LLC in order to provide a more comprehensive range of financial planning and investment management services to the clients of the public accounting practice he founded in 1993, Ramos & Co. CPA, P.S.C.

In 2009, he established an office in Chicago to better serve his clients in that region.  Mr. Ramos currently splits his time between the San Juan and Chicago offices.  Specifically working with individuals, entrepreneurs, professionals, small businesses, corporations, trusts and estates, Mr. Ramos actively participates in the management of his client’s finances.

He is dedicated to developing lasting relationships and focuses on providing exemplary client service.  Mr. Ramos continues to invest in ongoing education to identify new tools and techniques that will help his clients achieve their goals.

Mr. Ramos frequently contributes to national industry conventions and seminars and maintains strong affiliations with major financial institutions.

Education:

  • M.B.A. in Financial Management, 1988, Saint Joseph's University, Philadelphia, PA
  • B.A. in Accounting, 1984, Inter-American University, San Juan, PR

 

Professional Designations and Associations: 

  • CIMA® - Certified Investment Management Consultant awarded by the Investment Management Consultant Association, taught in conjunction with The Wharton School of Business
  • Certified Public Accountant, Puerto Rico and Florida
  • Series 65 – Financial Industry Regulatory Authority
  • Member of Puerto Rico and Florida Society of CPAs
  • Member of the Illinois Hispanic and Puerto Rican Chamber of Commerce