SVA PLUMB FINANCIAL PROFESSIONALS



Bijan Ramirez - CFP®

Financial Consultant

phone (608) 826-2170
email Madison Office

Bijan is a Financial Consultant with SVA Plumb Wealth Management, LLC.

Bijan provides coordinated comprehensive financial planning and investment management. He works with his clients to develop strategies that will help them meet their financial goals.

He works with young physicians as they start their medical career and consults on education expenses and student loan funding.

Bijan has a passion for helping others. He believes everybody should have a helping hand in simplifying something as complex as personal finances.

He currently serves on SVA Plumb Financial’s Financial Planning Committee and is involved in establishing and monitoring their planning policies and strategies.

Education

  • University of Wisconsin- Madison - Bachelor of Science - Personal Finance Certificate in Entrepreneurship 

Credentials

  • CERTIFIED FINANCIAL PLANNER™

Personal

Bijan enjoys traveling around the world as much as his schedule allows. He also enjoys spending time with his family and friends.