Ramona Maior CFP®

Wealth Management Advisor

Ramona Maior has always been passionate about serving others and making a positive impact on her community. From her service in the United States Navy, to her service as a financial advisor, Ramona advocates for financial literacy and good stewardship of wealth within all communities including women, minorities and LGBTQ+.

With more than 10 years of financial services experience, Ramona seeks to build authentic relationships while implementing personalized investment plans, managing portfolios, and offering guidance on comprehensive financial planning topics.

Ramona provides a holistic approach to life planning and financial coaching while uncovering her client’s ideal life goals, navigating their values and money beliefs, and evolving their behavior to pursue those dreams. Additionally, her skills include Sales Leadership, Change Management, and Emotional Intelligence.

Her academic credentials include both a Bachelor’s degree in Business and a Master’s degree in Leadership from Grand Canyon University. She is a CERTIFIED FINANCIAL PLANNER™ Professional and holds Series 7, and 63 with LPL Financial, Series 65 with WCG Wealth Advisors, LLC, as well as her Arizona, California, Oregon and Washington State Life Insurance licenses.

Ramona is a dedicated volunteer with Project Homeless Connect; Human Rights Campaign; United Way; Junior Achievement of Arizona and Southwest Behavioral & Health Services. In her spare time, she enjoys being in nature, meditation, traveling abroad, and reading.

- Personal CFO
- Financial Coach
- LGBTQ+, Financial, and Social Advocate
- Veteran Affiliate
- Mental Health Advocate
- Special Needs Consultant
- Holistic Wellness Coach