Paul Ramus has a skilled focus in the management of 401(k) plans and retirement planning. He has been working with individuals and business owners in the financial services industry for over 20 years.  For his individual clients, Paul provides highly personalized financial advice, financial planning, portfolio management, and estate planning services. As a Retirement Plan Consultant also working with companies, he specializes in 401(k) fiduciary risk management, portfolio construction, and educating plan participants on retirement readiness.

Paul received his Bachelor’s Degree in Finance from the University of Wisconsin–Whitewater and an MBA from the University of Wisconsin–Milwaukee. He earned the Certified Retirement Plan Specialist® (CRPS) Designation from the College for Financial Planning, the Accredited Investment Fiduciary™ (AIF) designation from the Center for Fiduciary Studies, has completed professional development courses at the University of Chicago School of Business and holds FINRA Series 7 and 66 licenses as well as life, health, and variable insurance licenses. He is a member of several industry organizations including the National Association of Plan Advisors (NAPA) and SHRM Racine and Kenosha Chapter.

Paul currently resides in Merton, WI with his wife and their three children. He is active in his community, coaching his children's sports teams through the Merton Athletic Association, and Lake Country Chief's Youth Football.

FL, IL, IN, VA, WI