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VERSION:2.1
X-GWTYPE:USER
UID:dmhperson6061
FN:Henry J Ramirez, JD, CFP®
TEL;WORK:+1 215 979 1651
TEL;TYPE=WORK,FAX:+1 215 689 4927
EMAIL;WORK;PREF:HJRamirez@wescott.com
N:Ramirez, Henry J.
TITLE:Financial Advisor
ORG:Wescott Financial Advisory Group LLC
ADR;INTL;WORK;PARCEL;POSTAL:;;Wescott Financial Advisory Group LLC;30 South 17th Street | Philadelphia | 19103-4196
URL;WORK:http://www.wescott.com
NOTE;ENCODING=QUOTED-PRINTABLE: Henry, as a Financial Advisor, is responsible for the preparation and ongoing management of clients' financial plans and investment portfolio reviews, recommendations and implementation.Henry's expertise is in comprehensive financial planning, tax, cash flow, retirement planning, elder law, portfolio policy and analysis and investment policy statement development.  As a member of Wescott's Investment Committee, Henry participates in the ongoing due diligence and evaluation of investment managers and strategies.Prior to joining Wescott in 2005, Henry was a financial planning associate with a financial advisory firm in Northern, New Jersey; after having practiced law in the areas of Elder and Tax Law.Henry is a member of the New Jersey Bar.  He is active in several professional organizations, including the Philadelphia Estate Planning Council and a member of the Financial Planning Association (FPA) and the American Bar Association (ABA).Henry is a 1997 graduate of Rutgers University School of Law (Camden) and received a BA in business (1992) from Stockton State College in Pomona, NJ.  Henry has passed the Certified Public Accounting (CPA) exam and is also a Certified Financial PlannerTM.
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