Joseph Ramos
About Joseph Ramos
Joseph Ramos is a Financial Representative at Modern Woodmen of America, where he helps clients in Laguna Hills, California, define their financial goals and create personalized strategies. He has a background in business administration and audio engineering, and he actively participates in community and educational activities.
Work at Modern Woodmen of America
Joseph Ramos has been serving as a Financial Representative at Modern Woodmen of America since 2021. In this role, he focuses on helping clients define their financial goals and objectives. He assesses their current financial situations and creates personalized financial strategies. He utilizes a member-owned fraternal financial services model to provide financial guidance and products to members in Laguna Hills, California, and surrounding communities. His approach includes offering financial plans that are designed to grow with clients over time, incorporating regular reviews and adjustments.
Education and Expertise
Joseph Ramos studied Business Administration and Management at California State University, Fullerton, where he earned a Bachelor of Business Administration (BBA) from 2019 to 2021. Prior to this, he attended Musicians Institute, where he studied Audio Engineering and obtained a certificate from 2011 to 2012. His educational background equips him with a diverse skill set that he applies in his financial services career.
Background
Before his current role, Joseph Ramos worked as a Locker Room Attendant at The Resort at Pelican Hill in Newport Beach, California, from 2019 to 2020. He also has experience as a police officer, where he recognized the importance of life insurance due to the inherent risks associated with the profession. This realization led him to increase his life insurance coverage, highlighting his understanding of financial security.
Community Engagement and Volunteer Activities
In addition to his professional responsibilities, Joseph Ramos engages in social, educational, and volunteer activities as part of the fraternal benefits offered by Modern Woodmen of America. His involvement in these activities reflects his commitment to community service and support for members beyond financial guidance.