Iranian Financial Advisor in California
About the Advisor
Ramsin Ganji, CPFA®, CPWA®, CRPC™, C(k)P®, is a Managing Director – Wealth Management Advisor and Retirement Benefits Consultant at Merrill’s Monterey, CA branch. Beginning his career in public accounting, Ramsin joined Merrill Lynch Wealth Management in 1991. He holds Series 7, 9, 10, 63, and 65 FINRA registrations and professional designations including Certified Private Wealth Advisor®, Certified 401(k) Professional®, and Chartered Retirement Planning Counselor™. Ramsin is also a Certified Public Accountant, though he does not provide tax advice in his role at Merrill.
As a Portfolio Manager, Ramsin helps clients pursue their financial objectives by managing discretionary portfolios using personalized or defined strategies. These may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. Ramsin and his team work with high-net-worth families, businesses, institutions, and endowments to provide a comprehensive range of financial services, strategies, and guidance.
Ramsin has been recognized in Forbes’ “Best-in-State Advisors” list from 2018 through 2025, reflecting his exceptional expertise and client commitment. Beyond the office, he dedicates his time to community service, having served as Past President of the Modesto Kiwanis Club, Past Lt. Governor of the Cal-Nev-Ha District of Kiwanis, and currently on the Monterey Salvation Army Board of Directors.
Credentials & Background
- Series 7, 9, 10, 63, and 65 FINRA registrations
- Certified Private Wealth Advisor® (CPWA®)
- Certified 401(k) Professional® (C(k)P®)
- Chartered Retirement Planning Counselor™ (CRPC™)
- Certified Public Accountant (CPA)
- Bachelor’s Degree, California State University Stanislaus
