Peak Divorce Advisors
"Empowering our Clients to Make Informed Financial Decisions"
Our Certified Divorce Financial Analyst® and Certified Financial Planner® Professionals
provide the following Divorce Financial Planning services:
During the Divorce
Who We Are
Helen Sipsas, MBA, CDFA®, CFP®
Donald Ramirez, CFP®
Don Ramirez is the co-founder of Peak Wealth Advisors and is a CERTIFIED FINANCIAL PLANNER™ professional. Prior to founding Peak Wealth Advisors in 2009, Don was a Senior Financial Advisor with Merrill Lynch for 14 years where he was consistently rated a Platinum Service Provider for receiving client survey rankings in the top 10% of his peers.
Don is a seasoned advisor with a great depth of knowledge in professional money management, tax and estate planning. He is also an experienced entrepreneur having started a successful tax software distribution business and an electronic filing bureau which grew to 30 employees supporting over 500 tax offices throughout California. Don is past President of the Camp Ocean Pines board of directors and past President of the Central Coast Council for Planned Giving board of directors. A Rotarian since 1993, he is an active member of the Cambria Rotary Club.
Any post-divorce investment services we offer are provided through our financial planning firm - Peak Wealth Advisors, Inc. For additional information about our firm please contact email@example.com