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Investing with an Impact

Invest in Positive Environmental & Social Change

Get to Know Ramos Capital Group
A leading Independent Investment Advisor 

Investment Management  

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Plan for today, feel confident about your future.
Ramos Capital Group

How Are We Unique?

With over 30 years of  industry experience and a team of fully licensed, bilingual, and experienced financial advisors, Ramos Capital Group is a national leader in providing diverse financial solutions tailored to your short and long term financial needs.

Ready to Take the First Step?

Schedule a 30-minute complimentary consultation.

Meet with our Financial Advisor virtually to discuss your unique financial goals.

Ramos Capital Group
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Are You Ready for Retirement?

Retire with confidence. Answer a few questions to find out where you are - and where you need to be - to get to where you want to go.

Social Security

Knowing your Social Security Benefits is an important step towards planning for retirement. Click on the link below to create a my Social Security account and find out your benefit amount.

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529 Education Planning

No matter your child’s age, the best time to open a 529 Plan is today. Because the sooner you start, the more you can take advantage of compound earnings and powerful tax benefits.

Sustainable & Impact Investing

Invest in a portfolio that helps promote positive social and environmental change in the world while targeting competitive financial returns.

Sustainable Energy
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Trust & Estate Planning

Together, we can create a holistic strategy to meet your short- and long-term goals, from buying a home to estate planning and philanthropy.

Meet Our Team

Our team of Financial Advisors bring industry experience from Wells Fargo Advisors, JP Morgan Securities, and Morgan Stanley Wealth Management Advisors. Let's take the first step and start a conversation.

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Call

(562) 862-9673

Meeting

Schedule

Email

 rcginfo@cfiemail.com

Visit

8141 2nd St. Suite 330

Downey, CA. 90241

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