Eli Ramirez

LPL Financial Advisor

As an LPL Financial Advisor at PWM Planning, Inc. I collaborate with my clients to create an action plan that manages both sides of their balance sheet. Through comprehensive financial planning, I walk my clients through a systematic approach that includes liability management, investment planning, retirement savings, and much more. Our in-house team of Financial Planners, Insurance Professionals, and other specialties are equally passionate about addressing all aspects of your financial well-being.

It is rewarding to educate my clients and strengthen their financial competency, with the goal of ensuring they gain knowledge that will help them make the best decisions for their families. I believe in honest communication and an approachable view of wealth management. My process, along with my common-sense approach to customer service, has created an effective path for clients to build, manage, preserve, and transition wealth.

I am a graduate and active alumnus of the University of Louisiana at Lafayette and am very excited about bringing my family back to Acadiana. My wife and I are eager to reacquaint ourselves with the community to see where our talents may be best served and look forward to raising our two children in a place that is so special to us.



Joseph D. Altic
Managing Partner

Andrew J. Ruzicka
Operations Director

Karey Pheney
Branch Operations Manager

Daniel Bagot
Client Relationship Manager

Daniel Helmer
Operations Manager

Andy Hayes
Director of Business Development & Marketing

Sogol Javan Oskouei
Wealth Manager Assistant

Frank Lindwedel
Client Services Specialist

Emily Altic
Marketing Manager

Arnold Schmale
Branch Operation Manager

Andrew Gaber
Wealth Manager

Brandy Goodnow
Retirement Plan Consultant

Ken Stansbury
LPL Financial Advisor

Eli Ramirez
LPL Financial Advisor

Mary Shirer Romagosa
Client Services Associate

Stephen Hardey
LPL Registered Administrative Assistant

Eliza Aguayo
Client Service Specialist

James Dupuis
LPL Registered Representative