L/R: Roberto Rivera, CIMA®, CFP® Director of Financial Planning, Karlamary Aleman, CPA, PFS, MBA, Senior Financial Advisor, Eduardo J Ramos, CIMA®, CPA, MBA Managing Director, Giancarlo Diaz-Munio, CFP® CSLP® Financial Advisor
By Regina Johnson
Solid Relationships Fuel the Freedom to Invest
More tools today than ever before
I
n 2021, half the consumers in America thought financial advisors were too expensive, while almost all who used an advisor said they were worth the money, according to a new survey. MagnifyMoney surveyed more than 1500 Americans to learn if they currently work with a financial advisor, whether they’d consider getting a financial advisor in the future,
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or if they think they could find the same information on Google. The survey found that 42% of respondents thought financial advisors were only for wealthy people, 38% thought the same information can be found online, and 25% thought you don’t need a financial advisor until you’re middle-aged. When Eddie Ramos launched Freedom Advisory, LLC in 2008 as an independent
financial advisory and wealth management firm, he knew he was making a strategically important market decision. At the time, the United States was in the middle of the Great Recession, a period of significant financial upheaval in the economy that lasted from 2007 until 2009. Investors from middle-market firms to small family businesses were looking for ways to keep what investments they had afloat and rebuild them up for the future. Investors were looking for help and that personal connection. In stepped Ramos, then a certified investment management consultant and public accountant with 25 years in the financial arena as an auditor and a financial manager at a fortune 500