Henry J. Ramirez, CLU, J.D., CFP<sup>®</sup>

Henry Ramirez is a Financial Advisor with Wescott and 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.  He serves on the firm’s Portfolio Strategy Group, which oversees the firm’s dynamic investment strategies, ongoing due diligence of Wescott’s investment managers and asset allocation design.

Prior to joining Wescott, 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 and is active in several professional organizations including the Financial Planning Association, the National Association of Personal Financial Advisors and the American Bar Association.  He is also a recipient of the 2016 Five Star Wealth Manager of Philadelphia distinction from Philadelphia Magazine.

Henry received a bachelor’s degree in business from Stockton State College and is a graduate of Rutgers University School of Law (Camden).  He has passed the Uniform Certified Public Accountant Examination, and is a Certified Financial Planner and a Chartered Life Underwriter.

He resides in Hammonton, New Jersey with his wife, Angie Ramirez.  They have two adult children.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S. which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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