CFP®Senior wealth advisor
Sofía Ramírez
Sofía advises families from the first plan to retirement income, in English or Spanish, and leads the firm's retirement practice.
FocusFamilies, retirement and education
LanguagesEnglish, Spanish
Phone(713) 555-0161
Emailsofia@averline.example

First conversation
Every plan starts withone honest conversation.
Thirty minutes, by video or at our office, in English or Spanish. No cost and no product pitch.


