Moises Ramirez
About Moises Ramirez
Moises Ramirez is a Financial Representative at Modern Woodmen of America, where he has worked since 2016. He specializes in creating personalized financial strategies and focuses on life insurance, retirement planning, and financial services.
Work at Modern Woodmen of America
Moises Ramirez has been a Financial Representative at Modern Woodmen of America since 2016. He operates from the office located at 19200 Von Karman Ave, Suite 400, Irvine, CA 92612. In his role, he specializes in creating personalized financial strategies that adapt to the evolving needs and goals of his clients. He leverages the resources of Modern Woodmen of America to provide comprehensive financial guidance and products, focusing on areas such as life insurance and retirement planning.
Previous Experience at SchoolsFirst Federal Credit Union
Before joining Modern Woodmen of America, Moises Ramirez worked at SchoolsFirst Federal Credit Union as a Member Service Representative IV from 2012 to 2016. During his four years in this position, he gained valuable experience in financial services and customer relations, which contributed to his expertise in the financial sector.
Education and Expertise
Moises Ramirez earned a Bachelor's degree in Economics and Political Science from the University of California, San Diego, where he studied from 2006 to 2011. His educational background provides him with a strong foundation in economic principles and political frameworks, which he applies in his financial advisory role.
Regulatory Compliance and Financial Services Model
In his professional capacity, Moises Ramirez operates under the regulatory framework of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC) through MWA Financial Services Inc., a subsidiary of Modern Woodmen of America. He utilizes a member-owned fraternal financial services model to deliver financial guidance and products to his clients.