Director of Financial Planning
Tawny Ramones, CPA
Aldrich Wealth LP
Tawny's EXPERTISE
- Financial planning
- Wealth management
- High-net-worth individuals
- Certified Public Accountant
Tawny Ramones specializes in developing and implementing comprehensive financial plans that provide clients the best opportunity to achieve their cash flow, investment, insurance and estate planning goals. Prior to her career in financial planning, she concentrated on strategic tax planning and compliance for high-net-worth individuals.
Tawny received a Bachelor of Science degree in business administration with an emphasis in accounting from Portland State University. She is also a Certified Public Accountant.
