Financial Advisory

Jesse Ramos Financial is a Registered Investment Advisory firm located in San Luis Obispo on the beautiful California Central Coast.

  • Financial Success.  It all begins with your goals and your visions. Success can have a different definition for each person, so we strive to help you identify opportunities to define your individual and personal worth.                                                                           
  • Jesse Ramos Financial is proud to offer fee-only objective advice.  We do not sell any products, nor do we require any minimums.  Perhaps you are wanting to begin your financial future, or to secure a retirement or legacy, create an education fund, or start a business or property investment; we can help to create a customized plan for your unique needs.
  • If you are looking for a professional financial planner and investment manager who is interested in building a relationship with you personally, and not just your money alone: You have arrived at the right place.  At Jesse Ramos Financial, you are at the center of our work together.  By our building a relationship with you and your financial goals, and we will work together to help you pursue your goals. 

Your Dreams, Your Goals, Your Values

Jesse Ramos

Principal

Throughout her corporate career Brooke longed to work one-on-one for the benefit of individuals and families. After personal experience with financial planning and coaching through “Engagement Encounter Ministry” she became inspired to provide these services for others. With a business background, CPA expertise, and season as a full-time parent, Brooke has a unique appreciation for her clients’ varied perspectives and ambitions.

Brooke is a PERSONAL FINANCIAL SPECIALIST, a distinguished designation received from the American Institute of Certified Public Accountants. She is also a CERTIFIED FINANCIAL PLANNER™ practitioner. Both credentials require rigorous examination and experiential requirements. Brooke earned her CPA license in 1984 while working for Deloitte, Haskins, and Sells (now Deloitte), one of the Big 4 accounting firms. During her time at Nissan Motor Corporation in USA, Brooke worked in a variety of capacities from Internal Auditing and Finance, Executive Projects Team, to Creative Advertising Manager. She also served on the Board of Directors of the Nissan Federal Credit Union. Brooke earned her degree in Business and Accounting from Pepperdine University in 1981.

Brooke and her family live in the Edna Valley wine growing region near San Luis Obispo on the California Central Coast. She is an avid reader, community volunteer, trail runner, equestrian, and lover of all animals.