Summer Ramos, CEPA, CFP®
Wealth Advisor

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Summer is a Wealth Advisor at Beacon Pointe and is a CERTIFIED FINANCIAL PLANNER® (CFP®) as well as a Certified Exit Planning Advisor (CEPA). She specializes in comprehensive financial planning, including business exit strategy, as well as investment management. With a background in Impact and ESG Investing, she offers a unique perspective to her clients. Summer holds a bachelor’s degree from UC Davis and is based in our Marin County/Larkspur office. When she is not helping clients, Summer enjoys exploring her San Francisco neighborhood, spending time with friends, and returning to her Marin County roots for outdoor activities and family visits.