Ramin Saeedian, CFP, MBA

Ramin works with a select number of organizations and families in order to help build, manage, preserve and transition their wealth. He focuses on portfolio management, investment planning, managing concentrated stock positions and business financial services. He also works with business owners and corporate executives who have complex financial needs.

Ramin has earned a BS Degree in Chemical Engineering from the New Jersey Institute of Technology (Degree awarded Magna Cum Laude) and an MBA in Finance from Rutgers University. He has been working as a Financial Advisor since 1999 and joined Wells Fargo Advisors in 2009. Ramin has earned the Designation of CERTIFIED FINANCIAL PLANNER® professional through the CFP Board of Standards as part of his commitment to a disciplined planning and investment process. He was named as one of the 2026 Forbes Best-In-State Wealth Advisors*. He was also named to the Wells Fargo Advisors Platinum Council for fourteen consecutive years 2013 – 2026**.

Ramin is passionate about giving the next generation the tools to succeed in tomorrow’s economy and has many years of experience teaching courses in finance & accounting at various colleges and universities. He looks forward to working with you in order to help pursue your financial objectives.

CA Insurance License Number: 504969 | Resident State: NJ