Charles Joseph Ramos

Background

Ramos, Charles Joseph was born on July 29, 1960 in Orinda, California, United States. Son of Charles Pimentel Ramos Junior and Louise Antoinette Bianchi.

Education

Bachelor of Science, University of California, Berkeley, 1982.

Career

Certified Public Accountant Arthur Andersen, San Francisco, 1982-1985. Senior analyst Montgomery Securities, 1985-1987. President Ramos Finance Group, 1987—2001.

Chief Executive Officer Private Capital Management Inc., Larkspur, since 2002. Principal Geneos Wealth Management, since 2009.

Achievements

• Charles Joseph Ramos has been listed as a noteworthy Financial consultant by Marquis Who's Who.

Membership

Member Fidelity Institutional Advisory Council. Member American Institute of Certified Public Accountants, International Board Certified Financial Planner, The Finance Planning Association, Financial Industry Regulatory Authority, Marin Estate Planning Council, San Francisco Estate Planning Council, Olympic Club, Meadow Club, Summit Club, Aircraft Owners and Pilots Association.

Connections

Married Christine H. Schulz, September 25, 1994. 1 child, Summer Erica.

Father:

Charles Pimentel Ramos Junior

Mother:

Louise Antoinette Troja

child:

Andrew Joseph Ramos

child:

Summer Erica Ramos

child:

Drake Joseph Ramos