About Us

Experience and Credentials You Can TrustCPA Planificador Financiero

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About Us
Beneficios claves:
Acceso a servicios especializados para tus clientes.
Ruta educativa hacia las licencias de inversiones y seguros.
Oportunidades de nuevos canales de monetización.
Soporte continuo y recursos profesionales.

Ofrecemos formación, respaldo y oportunidades para que tú y tus cilentes crezcan.

En un entorno cada vez más competitivo y en constante transformación, el rol de un Contador Público Autorizado (CPA) va más allá de la presentación de informes financieros y la preparación de planillas contributivas.
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Conoce al Fundador

Iván Negrón Ramos, CPA/PFS, JD, MAcc
President/Founder
Negrón Ramos Wealth Management

Iván Negrón is a Certified Public Accountant (CPA) and holds the Personal Financial Specialist (PFS) credential awarded by the American Institute of CPAs (AICPA). He graduated with high honors from the University of Puerto Rico, Mayagüez Campus, earning a Bachelor’s degree in Business Administration with a double concentration in Accounting and Finance. He also obtained a Master’s degree in Accounting with a specialization in taxation, graduating with high honors from Bowling Green State University in Ohio. Additionally, he is a graduate of the University of Puerto Rico School of Law.

Iván holds Series 7 and 66 investment licenses, certifying him as an investment advisor and financial planner. He also possesses licenses in life, disability, health, annuities, and variable insurance products.

He is a member of the AICPA and its Financial Planning section, as well as a member of the Financial Planning Committee of the Puerto Rico CPA Society.

Throughout his professional career, Iván has served as a Manager at the international CPA firm Deloitte, Director of Finance and Administration at a public corporation under the Department of Economic Development, university professor, associate at a local CPA firm, and independent practitioner.

Currently, he serves as the President of Negrón Ramos Wealth Management (Negrón-Ramos LLC), a firm specializing in financial planning and investment advisory, registered as a Registered Investment Adviser (RIA) with the Office of the Commissioner of Financial Institutions and FINRA.

All your financial planning in one place

Your Trusted Financial Advisor

We act as your comprehensive financial advisor, integrating financial planning, taxes, investments, risk management, retirement, and estate planning into a complete and strategic solution.
Our holistic approach allows you to:
Maximize your tax savings
Enhance your investments
Protect your capital
Secure your financial future
Amplify Your Success

Strategic Partnerships

We collaborate with industry leaders to provide you with the best solutions.
Cutting-edge technology for capital visualization and management
Comprehensive institutional investment strategies
Advanced solutions in risk management and capital protection
Proven and Effective Methodology

Our Process

Goal Identification

We analyze your current situation and establish clear objectives for your financial future.

Strategic Plan Development

We create a personalized plan that covers all aspects of your financial well-being.

Plan Implementation

We put the defined strategies into action, using the best tools and resources available.

Monitoring and Optimization

We continuously track your progress and adjust the plan as needed to ensure optimal results.
Grow Your Captial and Secure Your Future

Comprehensive Solutions for Capital Growth

Schedule a consultation and discover how we can help you achieve your financial goals.