Ramona Conklin, CFP^®

Financial Advisor Ramona Conklin simplifies the complexities of building wealth and retiring confidently by using holistic financial planning. Her approach begins with discovering each of her individual client’s unique experiences, beliefs, and goals. She knows the cornerstone to meaningful client-advisor relationships is confidence and dependability paired with a true understanding of the individual’s needs, goals, and values.

Ramona started her financial services career in 2005. With nearly two decades of experience, she has a vast network of specialty services and professionals to assist her clients with estate planning, special needs trusts, philanthropic goals, business transitions, leverage, and liquidity. As a CERTIFIED FINANCIAL PLANNER™ professional, she specializes in retirement planning, wealth accumulation, asset management and wealth transfer. Outside of traditional planning, Ramona is finely attuned to the sensitive nuances and needs of blended families and divorcees.   Ramona lives with her husband, their four teenage children and their two Boston Terriers. Ramona loves to travel the world, practice yoga, and drink good wine in beautiful places with friends and family.