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Ramiro Marmolejo, CFPFinancial Advisor
Phone: 210-477-7159 Ramiro Marmolejo has over 17 years’ experience in the financial services industry. During his tenure, he has performed in the roles of; investment advisor, banking center manager, business banker, relationship manager, and financial planner. Ramiro is a CERTIFIED FINANCIAL PLANNER ™. To earn this designation requires the passing of a comprehensive CFP® Certification Examination that tests one’s ability to apply financial planning knowledge in an integrated format. The exam covers the financial planning process, tax planning, employee benefits and retirement planning, estate planning, investment management and insurance. Ramiro’s experience and training gives him the tools to help executives, professionals, individuals and business owners reduce the confusion and frustration of planning for life’s important financial goals. His objective is to create a strategy his clients completely understand and feel absolutely comfortable with. He strives to consistently exceed client expectations, and by doing this, build a reputation as an exceptional financial advisor. Born and raised in San Antonio, Ramiro is an alumnus of the University of Texas at San Antonio, where he holds a Bachelors of Business Administration degree in Finance and Management. He is involved in various community organizations. Ramiro is married and has two children. They all enjoy hiking, biking, and anything Disney. Tracking # 348267. DOFU: 0711 
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Planto Roe Financial Services, Inc. is independently owned and operated, and offers its own suite of products and services entirely independent of Securian. Certain individuals associated with Planto Roe Financial Services, Inc. are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA/SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. Additional information about individuals registered with FINRA can be found on FINRA’s BrokerCheck. For information about which individuals associated with Planto Roe Financial Services, Inc. are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian’s behalf, please contact Securian at 1-800-820-4205.
Planto Roe Financial Services, Inc., 19230 Stonehue, Suite 4200, San Antonio, TX, 78258 (210) 477-7140 |
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