Marvin Remmich

701 St. George Road
Danville, CA 94526

"Leading the Way"


About RAM Financial Services

With my years of experience in the Financial Planning including Real Estate Brokerage puts me ahead of other advisor's.



I am available to discuss your total financial goals from retirement, real estate, exit strategy etc.

27 Years of Experience



General Information
Firm Start Year:   1984
No.of Employees:   2-4
Insurance License#:   0636606
Name of Broker/Dealer:   Foresters Equity Services, Inc.
States Licensed in:   CA, OR,
Number of Years with Current Firm:   5
Work Experience:   General financial planning for individuals and small business. Retirement, college funding, a road map to wealth building.
I work with the following types of clients:   Individual Investors , Non-Profit Organizations , Businesses , Investment Clubs
Services
Investment Types:   Real Estate , Mutual Funds , Bonds , Annuities , Insurance , Mortgages & Real Estate , Exchange Traded Funds (ETFs) , Alternative Investments , Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At your home , At my office , At your office , Via phone , Via email


Qualifications & Memberships
Insurance and Annuity Licenses:   Life , Variable Life , Variable Annuity , Annuity
Financial Organization Memberships:   Society of Financial Services Professionals , National Association of Insurance and Financial Advisors (NAIFA) , Financial Planning Association (FPA)


Firm Information
Firm's Number of Clients:   4250
Firm's Number of Planning Clients:   4200
Firm's Number of Managed Clients:   150
Assets Managed by Firm:   Yes
Advisor's Number of Clients:   105
Advisor's Number of Managed Clients:   7
Advisor's Number of Planning Clients:   22


Compliance
Registered Investment Advisor:   Yes
Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation & Fees
Fee Structure:   I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:   $25,000
Compensation Methods:   Hourly , Based on Assets , Commissions
Fee % Based on Assets:   .5
Hourly Rate:   150
Additional Details on Charges:   I am willing to tailor the charges to the specific individual, I am here to create wealth and work with your desired goals.
One hour of FREE consultation. Before you talk to anyone else, I would suggest you call me.



FAQs

  • What are your qualifications? What is your education background? CFP, MBA in Finance, 25 years experience,
  • What is your approach to financial planning? I only suggest investments that I own.
  • What services do you offer? Full financial planning, proactive and I monitor your investment.
  • How many clients do you currently manage? 45
  • Will you be the only person working with me? I will be the only person working on your retirement or investments.
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Marvin Remmich

Marvin Remmich

CERTIFIED FINANCIAL PLANNER™ Certificant, CSA

Communities Served

CA

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Sat. 9:00 AM - 5:00 PM

Compensation Arrangements

Check