At Your Service
We Believe You Deserve To Have A: Client-Centered, Process-Driven, Truth-Based Financial Guidance, Delivered in a Simple, and Easy To Understand Way
Financial Advisor and Partner
Ramie khalil is a registered Investment Adviser and Licensed Life Insurance Agent. He is the Co-author of Retired & Free: the Unconventional Path to Financial Certainty and Fulfillment, as well the Chief Investment Officer for Fortress Financial Group LLC. Ramie migrated to the United states at the age of 5 with his family from Sierra Leone, West Africa. Growing up with a passion and focus on finance and investing Ramie entered the financial services industry where he focused on helping families and business owners learn how to protect and grow their wealth through sound risk management and income planning. Today, Ramie actively works with hundreds of clients, helping implement wealth management strategies. “I believe that ignorance is not bliss when it comes to your money and family’s financial future. Having the benefit of growing up in a family from another country, I understand why financial education is key to building permanent and lasting wealth. As a financial advisor, I love helping educate my clients on how having a comprehensive wealth plan that coordinates their income, tax planning and investment strategy can allow them to maximize their returns and potentially become financially free in years vs decades.”
Pedro is a RICP and Licensed Financial Professional. He is the author of Retired and Free. He has been a Financial Planner for over 13 years and specializes in Retirement planning. He resides in California with his beautiful family.
Office Manager and Client Services
Operations Manager and Client Specialist