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 brings nearly two decades of experience providing comprehensive, values-based financial guidance to individuals from diverse backgrounds. Her career history includes working in a variety of roles supporting high-net-worth families in all aspects of wealth management, including tax, estate, investment and retirement strategies. Ramona is passionate about simplifying complex topics so her clients can gain the clarity and confidence needed to make life-transforming decisions. Her professional background is enriched by a proud history of military service in the U.S. Navy, where she refined her skillsets of discipline, strategic planning, and resilient leadership. Following her service, Ramona earned her Bachelor’s degree in Business Administration and her Master’s degree in Organizational Leadership from Grand Canyon University. A highlight of her career includes returning to her alma mater as an Adjunct Professor to teach Personal Finance. Deeply committed to the well-being of those around her, Ramona routinely dedicates her time to community service. She actively volunteers with local financial literacy organizations and veteran communities, focusing her efforts on creating a meaningful, positive impact. Outside of work, Ramona prioritizes wellness and balance. She enjoys outdoor hobbies like backpacking and canyoneering, often accompanied by her blue heeler, and loves traveling abroad to experience new cultures.

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.