Hi. 👋
I’m Brennen Ramos.

I’ve always been drawn to the human side of money—helping people make sense of their finances so they can live with more clarity, confidence, and freedom. Over the past eight years, I’ve had the privilege of working with individuals, families, and institutions to build plans that reflect what really matters to them.

I grew up in New York and earned a bachelor’s degree in Economics from Rutgers University. Before joining Root, I worked in both institutional asset management and private wealth, which gave me a broad perspective on applying complex financial tools to real-life goals. Most recently, I’ve served as a Certified Financial Planner™ for individuals and families, helping clients with retirement income planning, tax-efficient strategies, and socially responsible investing.

Outside of work, I find joy in the outdoors—fishing in the Catskills, camping in state parks, or playing a round of golf. My fiancée, Taylor, and I live in the New York metro area with our mini Australian Shepherd, Stella.

If you’re looking for someone who will meet you where you are, truly listen, and help you build a plan that supports the life you want to live—I’d be honored to work with you.