Get to know us.

Ramona Maior, MS, CFP®

Describe your perfect day?

My perfect day begins with a quiet, sunlit morning and a good cup of coffee in total stillness. From there, it’s heading out for a hike with my family and pups, and wrapping up the evening with a lovely meal as we watch the sunset.

What do you most like about your job?

Building relationships and helping people find overall wellness and peace of mind.

Surprise us, something we don't know about you?

I’ve worked on the flight deck of an aircraft carrier.

How long have you worked in Financial Services?

18+ years

About

Ramona began her career in Arizona at USAA in 2007, holding a variety of client-facing roles before rising to Financial Advisor in 2011. She earned her CFP® designation in 2017 and went on to support high-net-worth individuals and families at Vanguard, where she managed over $500 million in assets. Her diverse career includes roles as Senior Financial Advisor, VP Relationship Manager, Director of Financial Education, and adjunct professor at her alma mater, Grand Canyon University.

Education

Bachelor of Business Administration from Grand Canyon University, 2011 Master of Science from Grand Canyon University 2015, CFP® certification

Expertise

Holistic Financial Planning, LGBTQ Planning, Military Benefits, Retirement Planning, Investment Management, Tax Strategy & Planning, Estate & Legacy Planning

Experience

Ramona started her financial journey at USAA in 2007, working directly with clients before moving up to become a Financial Advisor. After earning her CFP® designation, she joined Vanguard, where she managed over $500 million in assets and helped families navigate their financial goals. Throughout her career, she has held diverse roles, serving as a Senior Financial Advisor, VP Relationship Manager, and Director of Financial Education.