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Freedom Advisory
exists to deliver investment
success

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Understanding your goals,
dreams, & reasons for investing

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We are your independent
investment advisor

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Freedom is the ability to
do what you envision

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Why Us?

We are a Registered Investment Advisor firm who offers financial planning and investment management services. As financial advisors we have a fiduciary responsibility to put your own welfare before that of us. We have an open architecture platform and because we are an independent firm, we don’t have a preference over the options that don’t suit you. Freedom revolves around the customer’s needs, not about proprietary products.

Our only goal is to serve, not sell.

 

About Us

We understand your goals. Click here to learn more. 

FAQ

Click here to view a list of our FAQ's.

Our Differences

How do we stand out? Click here to learn more.

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Our Services

At Freedom Advisory, we segment our service offerings into two broad categories:

 

Financial Planning and Consulting

The Advisor provides Financial Planning and Consulting Services that focus on the specific needs and concerns of the client. Financial planning and Consulting Services include giving advice on investment and non-investment related matters. (e.g., tax and estate planning/gifting matters on a stand-alone basis). Financial Planning Services include the identification of financial goals and objectives, collection and assessments of all relevant data, identification of financial problems and formulation of solutions, and the preparation of a financial plan in the form of specific written recommendations.

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Investment Management

The Advisor provides investment supervisory services on a discretionary basis defined as giving continuous investment advice to a client (or making investments for the client) based on the individual needs and goals and objectives of the client. Through this service, the Advisor offers a customized and individualized investment program providing clients advice regarding asset allocation primarily among managed accounts, institutional class mutual funds, and exchange traded funds with on-going evaluation and selection of investments, and adjustment and balancing of portfolios.

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Our Blog

Learn more about the financial industry.

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Latest Blog Posts

Should You Apply for Social Security Now or Later?
Apr 21, 2017 by Freedom Advisory

Should You Apply for Social Security Now or Later?

 

When should you apply for benefits? Consider a few factors first.

...
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Retire to Happiness: Tips to Thrive in the Next Chapter of Life
Nov 07, 2016 by Freedom Advisory

Here’s a thought: retirement doesn’t mean the end. It doesn’t mean an end of self-importance or purpose, it just means a new chapter—a paradigm shift of what life is beyond long days and meetings and bosses. Unless you own your own business, and even then, you are not your business. You’re not solely defined by the...

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Understanding Investment Risk
Aug 08, 2016 by Freedom Advisory

All investors – be they conservative, moderate or aggressive – need to understand that the level of returns they expect to generate is directly related to the amount of risk they are willing to assume – the higher the return, the higher the amount of risk one needs to take. It probably doesn’t dawn on most people that,...

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Our Team

Learn more about our amazing team of professionals.

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Eduardo J Ramos

CIMA®, CPA, MBA
Managing Director

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Eduardo J Ramos

CIMA®, CPA, MBA

Managing Director

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

In 2008, Mr. Ramos founded Freedom Advisory, LLC to independently provide a more comprehensive range of financial planning and investment management services to his clients with an open architecture platform through the RIA channel. Currently, Mr. Ramos serves to a substantial number of clients and families with financial, retirement, risk, cash flows management, tax planning and investment management services.

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 intermediate and long-term 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

Bio
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Roberto Rivera

CIMA®, CFP®
Director

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Roberto Rivera

CIMA®, CFP®

Director

   

Roberto is a Director and investment advisor representative at Freedom Advisory LLC. He has provided investment advisory and financial planning services to high net worth individuals, families, and institutions in Puerto Rico, the Virgin Islands, and mainland US for the past 17 years. Roberto helps affluent clients address their four biggest concerns: (1) preserving their wealth, (2) managing risk, (3) pursuing financial independence, and (4) taking care of their heirs. This is achieved by using a consultative process to gain a detailed understanding of his clients’ deepest values and goals. Roberto then employs customized recommendations designed to address each client’s unique needs and objectives.

Successful individuals and families work with Roberto to:

  • Develop and implement a comprehensive wealth management plan to help them reach their financial objectives and achieve peace of mind.
  • Obtain a second opinion from a financial advisor they can trust and will put their best interest first.

Education:

  • BBA - Penn State University, University Park Campus, 1998.

 

Professional Designations and Associations:

  • CIMA® - Certified Investment Management Consultant awarded by the Investment Management Consultant Association, taught in conjunction with The Tepper School of Business at Carnegie Mellon University
  • CFP® - CERTIFIED FINANCIAL PLANNER™
  • Series 7 & Series 66 – Financial Industry Regulatory Authority
  • Member of the Financial Planning Association
  • Member of the Investment Management Consultants Association

Bio
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Karlamary Aleman

CPA, PFS, MBA
Senior Financial Advisor

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Karlamary Aleman

Karlamary is a Senior Financial Advisor at Freedom Advisory LLC. She started her professional career as a Tax Associate at Deloitte®, acquiring vast experience in personal taxes. She later worked as a personal financial planner, helping clients design and navigate an organized and detailed roadmap to achieve their objectives and goals. Her areas of expertise include developing and understanding a personal budget, planning for college expenses, managing risks, tax planning, achieving financial independence, and estate planning. All these experiences contributed to her professional development in the investment advisory industry for the past decade, offering comprehensive advice to high net worth individuals and families, putting their best interest first. Her main focus is to develop strong, long lasting relationships through education, transparency, and excellent customer service.

Education:

  • BBA in Accounting – University of Puerto Rico, Rio Piedras campus
  • MBA in Finance – University of Puerto Rico, Rio Piedras campus

 

Professional Designations & Associations:

  • Certified Public Accountant, Puerto Rico
  • PFS® Personal Financial Specialist
  • Series 7 & Series 66 – Financial Industry Regulatory Authority
  • Member of the Puerto Rico Society of CPA and the American Institute of Certified Public Accountants

Bio
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Giancarlo Diaz-Munio

Financial Advisor

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Giancarlo Diaz-Munio

   

Giancarlo Diaz-Munio started working with Freedom Advisory right after finishing his BA in Finance. Since then, he’s been working as a Registered Investment Advisor Rep. providing financial planning and other services to his clients.


Education:

  • B.A. in Finance, University of Puerto Rico, Rio Piedras, PR


Professional Designations and Associations:

  • Series 65 – Financial Industry Regulatory Authority

Bio
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Adriana Coffey

Office manager & Compliance Associate

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Adriana Coffey

Bio
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Kimberly Gomez

Clients Specialist

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Kimberly Gomez

Bio
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Ericka Camacho

Administrative Assistant

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Ericka Camacho

Bio

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

500 East Broward Blvd Suite 1710 , Ft Lauderdale, FL 33394

Phone: 787-792-3000
Fax: (787) 277-0218
Toll Free: 1(888)-600-6030
Email: support@freedom-advisory.com

500 East Broward Boulevard, Suite #1710, Fort Lauderdale, FL 33394

Phone: 954-848-2884
Fax: 954-848-2870

                   

Get Directions

Click the following link for a Freedom Advisory Overview

Meet with us or open an account. If you would like to request an introductory meeting, please contact Giancarlo Diaz-Munio at gdiaz@freedom-advisory.com or at 888-600-6030 ext 101.

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