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Millu Chang Ramirez

Highline Wealth Partners

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About Millu Chang Ramirez

Millu Chang Ramirez is a financial advisor with Highline Wealth Partners. Millu has been in the financial industry since 2013, and holds the Series 6, Series 63, Series 65, and SIE licenses. Millu is also a Certified Financial Planner. In addition to her financial planning services, Millu is also a CA Insurance Agent. Millu focuses on providing financial planning, portfolio management for individuals and businesses, and pension consulting services.

Firm Information

Millu Ramirez is currently registered with Highline Wealth Partners. Highline Wealth Partners is an investment advisory firm located in Sherman Oaks, CA. With a team of 18 professionals, they provide financial planning, pension consulting, educational seminars, and portfolio management services to individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations. They manage approximately $493.7 million in assets for 726 clients.
Highline Wealth Partners

15260 VENTURA BLVD., SUITE 855

SHERMAN OAKS, CA 91403

$493.67M

Assets Under Management

5

Total Clients

12

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Millu Ramirez’s Registration & Firm History

CA

07/20/2023 - Present

Highline Wealth Partners (SHERMAN OAKS CA)

CA

04/23/2013 - 06/02/2016

NATIONAL PLANNING CORPORATION (WOODLAND HILLS CA)

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Licenses & Designations

IA

Issued 08/09/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/30/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/02/2016

SIE - Securities Industry Essentials Examination

BC

Issued 04/20/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Millu Chang Ramirez.
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