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Paola Ramos

Sanctuary Advisors, LLC

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About Paola Ramos

Paola Ramos is an Investment Advisor Representative with Sanctuary Advisors, LLC based in Danville, California. Paola is licensed in the state of California. Paola has been working in the financial industry since January 2014. Paola is a Certified Financial Planner. Paola has experience in the financial services industry including positions at Robasciotti & Associates, Inc., Hewins Financial Advisors, LLC, Mercer Global Advisors Inc., EP Wealth Advisors, LLC and Sanctuary Securities, Inc. Paola has a Series 65 license and is a member of the Securities Industry Essentials (SIE) program.

Firm Information

Paola Ramos is currently registered with Sanctuary Advisors, LLC. Sanctuary Advisors, LLC is an Indianapolis, Indiana-based wealth management firm with over $22 billion in regulatory assets under management. The firm serves individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Their services include financial planning, portfolio management, pension consulting, educational seminars, and selection of other advisors. The firm also participates in wrap fee programs.
Sanctuary Advisors, LLC

3815 RIVER CROSSING PKWY

INDIANAPOLIS, IN 46240

$22.02B

Assets Under Management

Not reported

Total Clients

300

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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Paola Ramos’s Registration & Firm History

CA

04/03/2023 - Present

Sanctuary Advisors, LLC (DANVILLE CA)

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Licenses & Designations

IA

Issued 03/01/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/10/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Paola Ramos.
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