Financial planning and beyond

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

Older engineer tablet

Paul Ramus

Vice President–Wealth Management

Financial Advisor

Paul Ramus has a skilled focus in the management of 401(k) plans and retirement planning. He has been working with individuals and business owners in the financial services industry for over 20 years. For his individual clients, Paul provides highly personalized financial advice, financial planning, portfolio management, and estate planning services. As a Retirement Plan Consultant also working with companies, he specializes in 401(k) fiduciary risk management, portfolio construction, and educating plan participants on retirement readiness.


Paul received his Bachelor’s Degree in Finance from the University of Wisconsin–Whitewater and an MBA from the University of Wisconsin–Milwaukee. He earned the Certified Retirement Plan Specialist® (CRPS) Designation from the College for Financial Planning, the Accredited Investment Fiduciary™ (AIF) designation from the Center for Fiduciary Studies, has completed professional development courses at the University of Chicago School of Business and holds FINRA Series 7 and 66 licenses as well as life, health, and variable insurance licenses. He is a member of several industry organizations including the National Association of Plan Advisors (NAPA) and SHRM Racine and Kenosha Chapter.


Paul currently resides in Merton, WI with his wife and their three children. He is active in his community, coaching his children's sports teams through the Merton Athletic Association, and Lake Country Chief's Youth Football.

Registered States:
  • AZ
  • CA
  • FL
  • IL
  • IN
  • TX
  • WI

Education

  • Bachelor’s Degree in Finance, University of Wisconsin–Whitewater
  • MBA, University of Wisconsin - Milwaukee

Credentials

  • Chartered Retirement Plans Specialist
  • Senior Retirement Plan Consultant
17335 Golf Parkway
Suite 525
Brookfield, WI 53045
  • (262) 794-0863

Email Me

Why does A.I. in space matter?

Outlook on interest rates

Tree

UBS and Credit Suisse—stronger than ever

Global Wealth Report 2024

Crafted wealth intelligence

Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

Gain additional insights into the trends shaping wealth in the US and around the world.

Download the report

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.8+ trn

UBS Group invested assets
As of 03/31/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Insights