Joe Ramos, CFP®
Partner, Managing Director

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Joe is a Partner and Managing Director at Beacon Pointe Advisors and is passionate about helping his clients create wealth through effective investment consulting. He prides himself on addressing advanced planning issues that include four areas: wealth enhancement, wealth transfer, wealth protection and efficient charitable giving. Joe is known for his listening and problem-solving skills. He is adept at finding solutions that uniquely fit each of his clients and explaining those planning ideas in a clear manner. Prior to joining Beacon Pointe, Joe founded Private Capital Management, Inc., which merged with Beacon Pointe in 2023. He holds his CERTIFIED FINANCIAL PLANNER® (CFP®) designation, and graduated from the Haas School of Business at the University of California, Berkeley, and is an avid fan of the California Golden Bears, so much so, that his son is named Cal. Outside of the office, Joe is an instrument-rated pilot, avid skier, and mountain biker. He previously played rugby for the National Champion Old Blues and competed as a triathlete for the Olympic Club. In fact, it was on this triathlon team that he met his bride. Most of his personal time is spent with his wife and children, coaching many of their youth sports teams, acting as team photographer or cheerleader when not coaching, and even announcing many of their high school football games. A Bay Area native, Joe and his family live in Kentfield, CA.