Walter Ramos

Registered Representative Financial Consultant

Insurance Agent at Transamerica Financial Advisors in san jose, CA

About

Contact
Click for phone number
(408) 644-3549
Address
5570 Sanchez Drive Suite 220 in san jose, CA 95123
Info
None specified

Reviews

Peer Endorsements

Best Answers

Q&A
Asked by Katie

Answered by Elizabeth Beagle
Insurance Agent in Burbank, CA
Some agents would state you need 12 to 14 percent of your annual earnings in life insurance. I believe there are more practical ways of determining the right amount of...
Life Insurance Insurance Financial Planning Investing & Retiring
Q&A
Asked by Warren

Answered by Walter Ramos
Insurance Agent in san jose, CA
You have made the right decision on funding a Roth. however, consider contributing to an emergency fund in a Mutual Fund or Money Market account. Further, procure to b...
401(k) Financial Planning Investing & Retiring Retirement IRA
3

Specialties

  • Annuities
  • Life
  • Small Business
  • Other

Servicing

Credentials

Licenses

Life
Series 63
Series 6

Background

Experience

Senior Marketing Director

Education

University of Phoenix