Free One-On-One Financial Planning With A CFP® Professional - Chicago


Sat Jun 10 2023 at 09:00 am to 10:00 am


Comfort Of Your Home - Zoom Financial Planning Meeting | Chicago, IL

Free One-on-one consultation on financial issues that matter to you with a CERTIFIED FINANCIAL PLANNER™ professional (CFP®).
About this Event
Event Photos

Due to the COVID-19 virus and need for social distancing, I am offering virtual financial planning sessions since we cannot meet in person at the West Loop library.

It will be just you and me in on a Zoom call. I will send you a link for the call once you sign up.

This is NOT a group presentation. This is NOT a sales pitch. I will NOT be making a presentation or lecturing.

We'll spend one hour together discussing any financial issues, questions, and concerns that matter to you.

We can discuss things like the stock market crash, budgeting, credit cards and student loan debt, investing, 401K plans and IRAs, how to save more, buying a house/condo, leasing vs. buying a car, insurance, saving for college/529 plans, or anything else important to you.

  • One-on-One Personalized Financial Advice.
  • Private and Confidential.
  • No Strings Attached.
  • No Obligations.

About Me:

Matthew A. Ramos is a CERTIFIED FINANCIAL PLANNER™ professional. He earned his MBA in Finance from the University of Michigan in Ann Arbor and a Bachelor’s degree in Finance from Drexel University in Philadelphia.

With more than 25 years of experience in the financial services industry, he has served as an Advisor, with over eight years advising professional athletes, Portfolio Manager, Chief Operating Officer, and Chief Compliance Officer.

Matt is a huge sports fan loyal to the University of Michigan, the Arsenal Gunners, and his hometown Philadelphia teams, although he is open to becoming a fan of all Chicago teams too.

Contact Info:

Matthew A. Ramos, CFP®

[email protected]

Event Photos

Where is it happening?

Comfort Of Your Home - Zoom Financial Planning Meeting, 122 North Aberdeen Street, Chicago, United States

Event Location & Nearby Stays:


USD 0.00

Matthew A. Ramos, CFP\u00ae

Host or Publisher Matthew A. Ramos, CFP®

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